The Invoice Register Report displays invoices that have been billed, giving you a comprehensive, line-by-line view of every invoice along with the associated company details, dates, amounts, and payment status.
Accessing the 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
Understanding This Report
What This Report Shows You
The Invoice Register Report displays invoices that have been billed, giving you a detailed line-by-line view of every invoice. Each row represents a single invoice, with the associated company details, key dates, and financial figures—including sales tax, discounts, finance charges, payment amount, and balance—all in one place.
Why Use This Report
This report helps you manage day-to-day operations and answer critical questions:
- Which invoices have been billed to a specific company or department?
- How much sales tax, discount, or finance charge applies to a given invoice?
- Which invoices are paid in full, and how many days late were they?
- What’s the outstanding balance across a set of invoices?
- Which representative or division is tied to a specific invoice?
Who Benefits From This Report
Different roles use this report to address specific operational needs:
Accounts Receivable Teams: Rely on this report to track invoice status, balances, and payment timing across every billed invoice.
Finance Managers: Use the report to reconcile billed amounts, discounts, and finance charges against accounting records.
Branch and Office Managers: Reference the report to quickly answer client questions about a specific invoice or account.
Account and Sales Representatives: Use the report to review the invoices tied to their companies and follow up on outstanding balances.
Using Filters
Filters appear on the right side of your screen and help you focus on specific segments of your data. Most filters default to “Include all” when you first open the report.
Available Filters
| Filter Name | What It Does | When to Use It |
|---|---|---|
| Division | Filters results to specific divisions from the full employer list. | Use to narrow invoices down to one or more divisions. |
| Region | Filters results to specific regions. | Use to focus on invoices from a particular region. |
| Office | Filters results to specific offices. | Use to focus on invoices from one or more individual offices. |
| Company | Filters results to specific companies. | Use to isolate invoices for a specific client company. |
| Representative | Filters results to specific company representatives. | Use to review invoices tied to a particular representative. |
| Roll Up To Parent Company | Yes/No selection that rolls invoice data up to the root/parent company level, or keeps it broken out at the department level. | Set to Yes for a consolidated, company-wide view; set to No to see invoices broken out by department. |
| Date Type | Determines which date—Accounting Period Date, Invoice Date, or Date Posted—the Date filter applies to. | Use to choose the timestamp most relevant to your analysis. |
| Date | Filters invoices to a specific date range, with quick-select options such as Last 4 Months. | Use to narrow the report to the period you want to review. |
Applying Your Filter Selections
- Click on the edit icon next to any filter name to expand it
- Make your selections by checking boxes or choosing from dropdowns
- Click Apply to update the report with your filtered view
- Click Cancel to discard changes and return to the previous filter state
Reading the Data
The Invoice Register Report displays each invoice as a separate row with comprehensive details about the company, dates, and financial figures. The extensive field list allows you to export exactly the information you need for your specific use case.
Key Field Categories
| Field Name | Description |
|---|---|
| Invoice Employer | The invoice’s employer. |
| Invoice Region | The invoice’s region. Hidden by default—add it from the column selector if you need it. |
| Invoice Office | The invoice’s office. |
| Invoice Number | The invoice number. |
| Company Office | The invoice’s company office. |
| Company ID | The company’s ID in Front Office/AviontéBOLD. |
| BO Company ID | The company’s ID in Back Office/Classic. Hidden by default—add it from the column selector if you need it. |
| Company | The company name. |
| Company Link | A direct link to the company’s record. |
| Department | The company’s department. |
| Company Status | The company’s status. |
| Company Representative | The company’s representative(s). When there are multiple representatives, they’re listed in comma-separated form. |
| Company Address 1 | The company’s first address line. |
| Company Address 2 | The company’s second address line. |
| Company City | The company’s city. |
| Company State | The company’s state. |
| Company Province | The company’s province. |
| Company Zip | The company’s zip code. |
| Company Main Phone | The company’s main phone number. |
| Company Website | The company’s website. |
| Company Industry | The company’s industry. Hidden by default—add it from the column selector if you need it. |
| Posted Date | The invoice’s posted date. |
| Invoice Date | The invoice’s invoiced date. |
| Invoice Amount | The invoice’s amount. |
| Sales Tax | The total sales tax levied on the invoice. |
| Discount Amount | The invoice’s total discount amount. |
| Finance Charge | The finance charge accumulated for the invoice. |
| ACA Admin Fee | The invoice’s total ACA Admin Fee—the sum of Item Bill for the ACA Admin Fee transaction type associated with the invoice. |
| Payment Amount | The invoice’s total paid amount. |
| Balance Amount | The invoice’s balance amount. |
| Bill Amount | The invoice’s total bill amount. |
| Paid In Full | The invoice’s latest posted date if the invoice is paid in full. |
| Days Late | The difference in days between the Invoice Date and the Paid In Full date. |
| Invoice Style | The invoice’s style. |
| Due Date | The invoice’s due date. |
Practical Applications
The Invoice Register Report empowers accounts receivable and finance teams to stay ahead of billing and collections. AR teams can quickly confirm which invoices are still outstanding, celebrate on-time payments, and flag paid-in-full invoices that closed ahead of schedule. Finance managers strengthen reconciliation by tying sales tax, discounts, and finance charges back to each invoice in a single view, while account representatives use the direct company link to jump straight to a client’s record when following up on a balance. Because every row breaks results down by company, department, and representative, teams can drill into exactly where invoices are aging and take targeted action to keep receivables current and cash flow strong.
Exporting Your Data
Export your report data to share with stakeholders, perform additional analysis, or maintain records outside of Avionté.
- Apply any filters you want to include in your export
- Click the three-dot menu icon (⋮) in the top right corner of the report area
- Select your preferred format from the Download submenu:
- Image: Creates a visual snapshot of the report as currently displayed
- CSV File: Exports raw data compatible with Excel, Google Sheets, and database tools
- PDF File: Generates a formatted document suitable for printing or formal distribution
Additional Export Options
The three-dot menu also provides options to repeat rows (useful for printing), merge rows, and other display customizations. These settings affect how your report appears on screen and in exports.
Refreshing the Report
Avionté automatically refreshes report data every 5 minutes. However, if you want to see the most current information immediately after changing filters or if you know new invoices have been added or updated, you can manually refresh.
- Locate the circular arrow icon above the filter panel on the right side
- Hover over the icon to see it expand and display the word “UPDATE”
- Click the icon to re-run the report based on your current filter selections
The report will reload with the latest data from your database, reflecting any new invoices or updated information since you last viewed it.
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