Reports - Project Accounting - Invoice Status

Overview

This report provides information regarding the status of an invoice, including the invoice date, invoice number and other summary information.  The output can include draft, completed and those invoices having been marked extracted (via the Admin >> Export >> Accounts Receivable export).  This report can be directed to provide a summary of status information as well as provide the detailed preview versions of each invoice.  

 

Bulk Printing
When running the detailed version of this report, you have the option to include embedded characters that will force a printer form feed after each detailed invoice (see the Include page breaks in printed output option below).  This feature is often used to facilitate the mass printing after a period has been completed.

Roles

This report is available to users having any of the following roles:  Administrator, P&R Administrator, Billing Manager, Billing Viewer (and their alternates).

License

This report is available with the Project Tracking and Project Portfolio family of licenses.

 

Topics covered on this help page include:

 

You may also be interested in:


Selection Criteria

Field Descriptions (click on a link below for additional information)

 



Example Report Output

Choosing to show the Detail View, will present output similar to the following.  The upper portion of the report will show a summary of the invoices included in the output.  Clicking on the eye glasses () icon will scroll the output to the related invoice detail.  When selecting the Summary View option, only the upper portion of the report output will be displayed (and no eye glasses icon will appear).

Those Invoices that are comprised of multiple projects (ie participated in an Invoice Group), will be distinguished in the listing with a diamond () symbol appended to the Invoice #.

Related Topics