Invoice Export

Overview

The Invoice Export report extracts specific batches of invoice data to import into Dynamics BC. The Invoice Distribution Batch ID(s) are entered for generating the report.

Bullhorn Support is able to assist you with navigating the sample reports but are unable to build customizations on the reports for you. You'll need a Business Intelligence specialist who is familiar with writing database queries.

Running the Report

When running the Invoice Export report, you are prompted to select one or more Invoice Distribution Batch IDs.

Fields

These data points are available to view in the report:

Data item in report Definition
Invoice ID on produced invoice
Candidate Candidate name for related invoice
Placement Placement ID for related invoice
Customer Company for related invoice
Earn Code/Account Code defining totals by Time, Amount, or Unit
Invoice Date Date of related invoice
Due Date Date payment of invoice is due
Period End Date Period end date of related invoice
Batch ID Batch ID entered to generate the report
Line Number Line number of the invoice
Customer ID Company ID
Payment Terms Defined on the invoice
Billing Contact Defined on the invoice
Primary Email Primary email of Billing Contact
Direct Phone Direct phone number of Billing Contact
Bill to Attention Name of person to receive the invoice
Billing Address 1 Billing address details for company
Billing Address 2 Billing address details for company
Billing City Billing address details for company
BillingState Billing address details for company
BillingCountry Billing address details for company
Billing Zip Billing address details for company
Credit of Invoice Credit amount applied to invoice
Invoice subtotal Total before deductions
Total amount Total after deductions
Customer address Company address details
Customer address 2 Company address details
Customer City Company address details
Customer state Company address details
Customer Zip Company address details
Billing Profile From the company billing profile tab
Invoice Date Last Modified Last date invoice edited

How to Change the Calculations

  1. Bullhorn recommends making a copy of the sample report before editing to retain the original report.
    • If you accidentally delete or overwrite the report, Bullhorn can restore the stock report.
  2. This report is built from the Invoice Statement Analysis data items, add fields from data groups in that package.
  3. In the prompt to add at least one Period End Date, select a date then click Insert.
  4. Click OK to continue.