Invoice Export
Bullhorn Support is able to assist with navigating sample reports, but they are unable to build customizations on reports for you. If you need customizations, you will need a Business Intelligence specialist who is familiar with writing database queries.
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.
Running the Report
When running the Invoice Export report, you are prompted to select one or more Invoice Distribution Batch IDs.
-
From your Bullhorn ATS Menu, select Canvas.
-
Select Run beside the Invoice Export Report.
-
Enter one or more Invoice Statement Distribution Batch ID numbers one at a time.
-
Click Insert after each number entered.
-
Click Ok to run the report.
The following fields are available on this 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 |
Exporting to Excel
Depending on the amount of data, it may be easier to view the report via Excel. Follow these steps to export your report to Excel:
-
From the HTML drop down button in the top right corner, click View in Excel Options > View in Excel 2007 Format.
The Excel format you choose can be based on personal preference. We recommend using View in Excel 2007 Format to maintain the same format that you see in Bullhorn Reporting (Canvas) and/or if you plan to use standard Excel functions (pivot, sort, etc).
-
The request will process and a pop up stating "Your report is ready and will download to your Web browser in a few moments" will appear.
-
When prompted, Save the report to your computer.
Once the report is exported to Excel, you can utilize standard Excel functions to filter, sort and pivot the data.