Difference between revisions of "Report: Invoice Register"
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== Report Examples == | == Report Examples == | ||
[[Report: Invoice Register: Premium Volume by Client - Highest to Lowest|Premium Volume by Client - Highest to Lowest]] | [[Report: Invoice Register: Premium Volume by Client - Highest to Lowest|Premium Volume by Client - Highest to Lowest]] | ||
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| + | [[Report: Invoice Register: Premium Volume by Company - Highest to Lowest|Premium Volume by Company - Highest to Lowest]] | ||
[[Report: Invoice Register: Agency Commission Volume by Client - Highest to Lowest|Agency Commission 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]] | ||
Revision as of 18:45, 12 February 2016
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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
Premium Volume by Company - 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.
