Receipts and Invoices Report

Use the Receipts and Invoices Report to list the current receipts and invoices, useful for verifying what items you have received and invoiced.

1. Use the Data Filter to select the range of filtering options or leave the filter blank to include all available data.
2. Enter the range of receipt/invoice numbers to include in the report in the Receipt/Invoice Number From and Thru fields or leave this field blank to include all options.
3. Select the range of receipt/invoice dates to include in the report from the Receipt/Invoice Date From and Thru fields or leave this field blank to include all options.
4. Select the range of fiscal periods/years from the From Fiscal Date Period and Year fields and the Thru Fiscal Date Period and Year fields or leave these fields blank to include all options.
5. If you do not select a currency in the Report Currency drop-down, reports will show data grouped and subtotaled based on transaction currency. Selection of a currency in the Report Currency drop-down will result in a report based on the selected currency.
6. Select a status of Unposted, Posted, or select both for the receipts or invoices to include in the report from the Status section.
7. Select the type of Receipts, Invoices, or select both to include in the report from the Type section.
8. Select the sort criteria for the report from the Sort By section.
9. Select the batches to include in the report from the Batch List section.
   Note: Only available if you elected to use batch processing in the Business Rules function.
10.  Click a command button to
    
    

Click	To
Print	Process the Receipts and Invoices Report.
Output	Output the report as a PDF.
Send	Save the report as a PDF and attach it to an email using your default mail program.
Preview	View a preview of the Receipts and Invoices Report.
Reset	Set all fields to their default values.