Standard Report - Invoiced Expenses

Report Description

Find all the expenses billed to your customers. This report lists types of invoiced expenses and the costs associated with those expenses. It can be useful to run when there are questions about an invoiced total from a customer.

Parameters

Parameter Name	Options	Explanation
Customer Name		Filters results by Customer Name.
Date Type	Accounting Period Date, Invoice Date	Invoice’s Accounting Period or Invoice Date.
Start Date
End Date
Group By	Branch, Root Customer, Customer Department
Branch	All available branches	Branch of Invoice
Transaction Type	All pay codes which must have “Is Deduction” and “Is Transactional” set to True.

Report Fields

Field Name	Explanation
Branch	Invoice Branch. Will be visible when Branch is selected under Group By Parameter.
Customer	Name of the customer associated with Invoice. Will be visible when Customer Department is selected under Group By Parameter.
Root Customer	Root Customer Name of the customer associated with Invoice. Will be visible when Root Customer is selected under Group By Parameter.
Inv. Date	Date of the invoice
Inv. No.	Invoice Number
Customer Name	Name of the customer associated with Invoice. Will be visible only when Branch is selected under Group By Parameter.
Department	Department name of the customer associated with invoice.
Employee Name	Name of the Employee present in the transactions of the invoice.
Expense Type	Pay Code associated with the transaction of the invoice. These pay codes must have “Is Deduction” and “Is Transactional” set to True.
Bill Amount	Item Bill per pay code.