Displays invoices that have been billed.
Note: This report is part of the INSIGHTS product, please contact your Account Manager to learn more.
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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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Filter Panel
Locating the Analyze Report
- Click on Analyze Tab
The Reports Sub Tab will automatically be selected - In the Search Reports field, type INVOICE
- Click on the Invoice Register Report
Logic
Displays invoices that have been billed.
Filter Options
| 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 | |
| Company | All available Companys | Use this filter to refine Invoice's Company list | |
| Representative | All available Company representatives | Use this filter to refine Invoice's Company representative list | |
| Roll Up To Parent Company | Yes/No | If yes, use this filter to roll data up to Root or Company level; otherwise, display data on department level | |
| Date Type | Accounting Period Date, Invoice date, Date Posted | Use this filter to refine Date Type of Invoices | |
| 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'. |
Graphs/Widgets
Field Details
- Click here to go to the Invoicing and Accounts Receivable Category (list of Dashboards)
- Click here for more information on Terms and Filters (Analyze Reports)
- Click here for more information on System Terms (Glossary)
| 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 | |
| Invoice Number | Invoice Number | |
| Company Office | Invoice's Company 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 | |
| Company Status | Company Status | |
| Company Representative | Company Representative | If there are multiple company represenatives, they are pulled in comma-separated form. |
| Company Address 1 | Company Address 1 | |
| Company Address 2 | Company Address 2 | |
| Company City | Company City | |
| Company State | Company State | |
| Company Province | Company Province | |
| Company Zip | Company Zip | |
| Company Main Phone | Company Main Phone | |
| Company Website | Company Website | |
| Company Industry | Company Industry | The field is hidden but it can be selected to display in the report |
| Posted Date | Invoice's Posted Date | |
| Invoice Date | Invoice's Invoiced Date | |
| Invoice Amount | Invoice's Invoice Amount | |
| Sales Tax | Invoice's Sales Tax Amount | Total Sales Tax levied on Invoice |
| Discount Amount | Invoice's Total Discount Amount | |
| Finance Charge | Invoice's Finance Charge Amount | Finance Charge accumulated for the invoice |
| ACA Admin Fee | Invoice's Total ACA Admin Fee | Sum of Item Bill of transaction type with system name ACAAdminFee associated with Invoice |
| Payment Amount | Invoice's Total Paid Amount | |
| Balance Amount | Balance Amount | |
| Bill Amount | Invoice's Total Bill amount | |
| Paid-In-Full | invoice's latest posted date if invoice is paid in full | |
| Days Late | Difference in Days between the Inovice Date and PaidInFullDate(Paid-In-Full ) | |
| Invoice Style | Invoice's Invoice style | |
| Due Date | Invoice's Due Date |
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