Invoice Summary .ng
Invoice Summary
Report Description: The Invoice Summary report has a list of invoices and their status for a defined date or period. The report includes company name, open invoice count, closed invoice count, open invoice amount, closed invoice amount, and total invoice amount.
Date Range: Current day and up to 365 days in the past
Available Report Columns for Following Sections:
Column Name | Column Description | Amount Includes Taxes and Fees | Calculation |
Company Name | Name of the company associated with the invoices | Not Applicable | Not Applicable |
Company Code | Unique identifier for each company | Not Applicable | Not Applicable |
Status | Current status of the company's invoices | Not Applicable | Not Applicable |
Open Invoices | Number of invoices that are currently open and unpaid | Not Applicable | =sum(open invoices) |
Closed Invoices | Number of invoices that have been successfully paid and closed | Not Applicable | =sum(closed invoices) |
Voided Invoices | Number of invoices that have been voided or canceled | Not Applicable | =sum(voided invoices) |
Total Invoices | Total count of invoices generated for the company | Not Applicable | =sum(open invoices) + (closed invoices + voided invoices) |
Open Invoice Amount | Total amount due for all open invoices *This is the original starting amount of the invoice. | YES | =sum(total amount) |
Closed Invoice Amount | Total amount paid for all closed invoices | Not Applicable | =sum(settlement amount) |
Voided Invoice Amount | Total amount associated with voided invoices | YES | =sum(total amount) |
Total Invoice Amount | Overall sum of amounts across all invoices, irrespective of status | YES | =sum(open invoices amount) + (closed invoices amount + voided invoices amount) |
Misc Report Information:
Available Features:
Export: ability to download and save the file into an alternate format.
Filter: filter a range of data based on criteria defined by the user.
Highlight: also known as conditional formatting is the ability to highlight certain values making them easier to identify.
Available Configuration:
User Preferences: allows the user to customize their report view by repositioning or removing columns.
Property Preferences: allows the property to customize the report view for all users by repositioning or removing columns.
Baseline Configuration:
Property Preferences Settings:
Following columns to be disabled for initial deployment:
Not Applicable