Difference between revisions of "Report: Invoice Register"
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Revision as of 18:48, 4 December 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
Report Examples
Premium Volume by Client - Highest to Lowest
Agency Commission Volume by Client - Highest to Lowest
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.
