The Invoice Paragraph List report shows the invoice paragraphs that are set up in Invoice and Statement Content Manager.
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>
Reports in Foundation that are Comparable
In Practice Management, there is no comparable report. In Practice Advantage, the comparable report is the Billing Paragraphs List 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 Paragraph | = | All |
| Optional Filters | |
|---|---|
| Available Fields | |
|
Created By |
Invoice Paragraph |
|
Default Amount |
Name |
| Grouping |
|---|
| There are no grouping options for this report. |
| Sorting | |
|---|---|
| Available Fields | |
|
Created By |
Language |
|
Default Amount |
Name |
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 |
|
Name |
The paragraph name. |
|
Created by |
The staff who created the paragraph. |
|
Language |
The language, which currently is only English. |
|
Default Amount |
The paragraph amount. |
Invoice Paragraphs List Sample Report
