Invoice Finance Charge Details Report (BOLD Analyze)

October 02, 2026 17:36

Gives details of the Finance Charges applied to invoices.

Note: This report is part of the INSIGHTS product, please contact your Account Manager to learn more.

Click here to go to the Invoice and Accounts Receivable Category (list of Analyze Reports)

Click on the links below for more information:

If you don't have access to INSIGHTS/Analyze, please reach out to your Account Manager.

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Gives details of the Finance Charges applied to invoices.

Click here to go to the Invoice and Accounts Receivable Category (list of Analyze Reports)

Parameter Name	Options	Description
Division	All available Employers	Use this filter to refine Invoice's employer list
Region	All available Regions	Use this filter to refine Invoice's region list
Office	All available Offices	Use this filter to refine Invoice's office list
Date Type	Invoice Date, Accounting Period Date, Finance Charge Date, Finance Charge AP Date	Use this filter to refine Date Type of Invoices/Finance charge
Date From		Use this filter to refine Invoice falling under the date range as per the Date Type selected.
Date To
Date Range	None, Yesterday, Today, Tomorrow, Last Week, This Week, Next Month,etc.	When 'Date Range' is selected, 'Date From' and 'Date To' will be automatically disabled. The user will need to select either 'Date Range' or enter 'Date From' and 'Date To'.

Field Name	Description	Notes
Invoice Employer	Invoice's Employer
Invoice Region	Invoice's Region	The field is hidden but it can be selected from top to display in the report
Invoice Office	Invoice's office
Company ID	Invoice's Company ID in Frontoffice/Bold
BO Company ID	Company ID in Backoffice/classic	The field is hidden but it can be selected from top to display in the report
Company	Company Name
Department	Company Department
Invoice Number	Invoice Number
Invoice Date	Invoice's Invoiced Date
Invoice Accounting Period Date	Invoice's Accounting Period Date
Invoice Amount	Invoice's Invoice Amount
Balance Amount	Invoice's Balance Amount
Finance Charge Date	Date on which Finance Charge was added
Finance Charge Accounting Period Date	Accounting Period in which the Finance charge was processed.
Finance Charge Percent	Applied Finance Charge Percent	Finance Charge Percent from Billing Setup section in classic
Chargeable Amount	Amount subjected for Finance Charge calculation
Finance Charge	Finance Charge amount
Charge Type	Finance Charge Type
Increase Balance Amount	Indicates if Balance Amount of Invoice has been increased with Finance Charge amount