The Invoice Number Status report shows all invoices listed in numerical order, allowing you to easily track the status of each invoice number.
Permissions Required for this Report
In the staff profile, staff must be assigned to a security group that is granted View functional rights for the following:
- Security group profile > Functional rights > Reports > Shared Library > Shared Views
- Security group profile > Functional rights > Reports > Firm Library > Custom
- Security group profile > Functional rights > Reports > Firm Library > Standard > Firm
- Security group profile > Functional rights > Reports > Firm Library > Standard > Practice
- Security group profile > Functional rights > Reports > Firm Library > <report name>
- Security group profile > Functional rights > Administration Manager > Client Manager > Approved Clients
Reports in Foundation that are Comparable
In Practice Management, the comparable report is the Invoice Number Status report. In Practice Advantage, there is no comparable report.
Report Specifications
The following report options and filters are available to determine the report contents.
| Options and Settings |
|---|
|
There are no options and settings for this report. |
| Default Filters | ||
|---|---|---|
| Field Name | Operator | Value |
|
Invoice Date |
Between |
First Day of Current Month, Last Day of Current Month |
|
Invoice Status |
= |
Posted |
| Optional Filters | ||
|---|---|---|
| Available Fields | ||
|
Accounting Period Date |
Invoice Date |
Invoice Status |
|
Client |
Invoice Number |
Posted Date |
| Grouping |
|---|
| Available Field |
| Invoice Number |
| Sorting | |
|---|---|
| Available Fields | |
|
Client |
Invoice Number |
|
Invoice Date |
Invoice Status |
Report Fields
The following fields are available for this report. The fields that display and the position of fields are based on the report's settings, grouping, sorting, and filters.
| Report Fields | |
|---|---|
| Field | Description |
|
Invoice number |
The invoice number. |
|
Invoice date |
The date of the invoice. If the invoice is unposted, the date will be blank. |
|
Client |
The client name, client ID, and sub-ID in Client Name (Client ID.Sub ID) format. |
|
Invoice Status |
The status of the invoice. The available statuses are Unposted, Posted, and Reversed. |
Invoice Number Status Sample Report
