Difference between revisions of "Report: Invoice Register"
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| − | + | [[Report: Invoice Register: Premium Volume by Client - Highest to Lowest|Premium Volume by Client - Highest to Lowest]] | |
| − | + | [[Report: Invoice Register: Agency Commission Volume by Client - Highest to Lowest|Agency Commission Volume by Client - Highest to Lowest]] | |
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Revision as of 20:10, 26 August 2014
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The invoice register provides a number of report formats based on agency or direct bill invoices. There are a number of different category sort options and detail levels depending on the reporting needs. In addition, a Microsoft Excel export to a spreadsheet is available.
Contents
Access and Window Options
The invoice register can be opened by selecting A/R -> Invoice Register.
Access to the invoice register is controlled through the security system A/R -> Invoice Register -> View setting.
Report Window Options
Export to Microsoft Excel
To enable the export option to Microsoft Excel, select Detail Level -> Detail.
