Use the General tab to select report options for the Invoice Approval report and to save sets of options for reuse.
Contents
| Field | Description |
|---|
| Report Name
|
This prefills with the default report name
Invoice Approval, which you can change.
|
| Time Frame Section
|
The date fields in this section refer to the dates on which an invoice approval action (submit, approve, or reject) takes place.
|
| Action Start Date and Action End Date
|
Enter a range of dates for invoice approval actions to determine which invoice comments are included in the report. You can click the calendar icon in each field to select a date. You can enter only a start date or only an end date. If you leave both date fields blank, the report will include all comments without regard to the invoice approval action date.
|
| Exclude invoices that have been final billed
|
Select this check box if you do not want invoices that have been final billed to be included on the report. Only the invoices that are currently submitted, approved, or rejected are included on the report. These invoices have no invoice numbers.
|
| Action Status Section
|
Select one or more of the following check boxes in this section to determine which invoices will be included on the report based on their invoice status:
- Submitted
-
Approved
-
Rejected
|
| Approver
|
If you want the report to include only the invoices for one or more invoice approvers, click
 , and select the approvers in the Employee Lookup dialog box. Only the employees who are currently designated as approvers for an invoice approval process (in
) or as an invoice approver delegate on the User Options dialog box are included in the lookup list.
|