Invoice Export Report
The Invoice Export Report shows a list of invoices that are fully approved. Choose to report on either exported or not exported invoices.
Note: An invoice must be fully approved in order for it to appear in the report.
Tip
You can use this report to determine which invoices must be exported into your accounting system.
Note: You can create this report for a specific time period, project, or draw.
The following users can access this report:
- All Enterprise Administrators
- All Local Administrators
- Regular Users assigned to a project.
Report Output
- Segment ID
- Project Name
- Draw Number
- Period To Date of Draw
- Organization Name
- Vendor ID
- Contract
- Contract Description
- Invoice Number
- Billed This Period
- Retained This Period
- Retention Requested This Period
- Invoice Amount
- Tax
- Invoice Signed Date
- Invoice Approved Date
- Payment Due Date
- Last Export Date
Last Published Wednesday, July 10, 2024