Invoice List Report

Owned by Enterprise IT
Last updated: Apr 23, 2024 by Mayuresh Balaji Kamble (Unlicensed)Version comment
 SummitAI Procurement
Procurement

Report Description

The Invoice List Report displays the Invoice Code, Invoice Date, Requester Name and email ID, related PO and PR Code, Pending Amount, and configured Currency etc.  in a tabular format. For more information about viewing reports, see Viewing Reports.

Invoice List Report page
Figure: Invoice List Report page

The following table describes the fields and icons displayed on the Invoice List Report page.

FieldDescription

Click the icon to save the report.

Click the icon to print the report.

Click the icon to export the report to a Microsoft Excel Sheet. Click the drop-down arrow, and then click the appropriate option to export the report in Microsoft Word, CSV and XML formats

Click the icon to e-mail the report.

Click the drop-down arrow to set the number of records that you want to view on one page.

Click the icon to modify the report in the report designer. You can add fields, modify field values, add filter values, and so on. For more information about modifying the report, see Creating New Reports.
Refresh EverySelect the appropriate duration from the drop-down list. The report is refreshed automatically after the selected duration.
UPDATE RESULTSClick the button to update the report.

FIELDS tab

Multiple-Selection List BoxSelect or remove the fields in the Multiple-Selection List Box to display the report as per your requirement.

Click the button to move the selected fields in upward direction.

Click the button to move the selected fields in downward direction.

Click the button to view and modify the properties of the selected fields.
UPDATE RESULTSClick the button to update the report after adding, removing or reordering the selected fields.


Note:

You can customize the fields using the various options in the tool bar. For more information see Dashboard Procurement.