Invoice Approval Report
The Invoice Approval report provides an audit trail of comments and the current approval status of Billing invoices that go through an invoice approval process.
This report is available only if you use the Billing Invoice Approvals feature.
By selecting different filter and column options for this report, you can generate a variety of different reports, such as the following:
- Approval Comment History by Project: You can create a report that contains all invoice approval comments from the invoice approval process. Use this as an audit trail of changes that were requested through the billing comments for projects.
- Submitted Invoices: You can create a report that contains a list of submitted invoices, who submitted them, and when they were submitted. Submitted invoices are ready to be approved.
- Submitted Invoices by Project Manager: You can create a report that contains a list of submitted invoices by project manager or see the status of all invoices for a project manager. You might use this report to keep track of the status of invoices in the approval process.
- Approved Invoices: You can create a report that contains a list of approved invoices and their invoice comments. These invoices are ready to be accepted.
- Rejected Invoices: You can create a report that contains a list of rejected invoices with invoice comments. This can help you determine the next additional action required before you can approve the invoice.
- Related Topics:
- Invoice Approval Columns & Groups Tab
Use this tab to select or clear columns, change column sequence, create groupings, provide new column labels, set column widths, or select number and date formats. - Invoice Approval Options Tab
Use this tab to specify the date range, approvers, and approval status of invoices to be included in the report. - Invoice Approval Layout Tab
Use the Layout tab to choose the types of formatting properties and visual characteristics to be displayed on your report. - Columns for Invoice Approval Report
You can select the columns to display on your report.
Parent Topic: Billing Reports