Invoice Register Details Report
Overview
The Invoice Register Details Report allows you to view invoice details by line item, rather than simply seeing the total of the invoice. The report includes the data from the Invoice Register Report with additional details, as outlined in the table below.
Report Comparison at a Glance
Invoice Register Report | Invoice Register Details Report |
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Bullhorn Support is able to assist you with navigating the Standard Product reports but is unable to build customizations on the reports for you. You'll need a Business Intelligence specialist who is familiar with writing database queries.
Best Practices
Depending on the report size, you may prefer to export the report to Excel. Once in Excel, you can easily create filters or pivot tables to view the data based on different data elements. For example, you might want to view invoice details of a specific client without having to view one invoice at a time.
Report Uses
Scenarios where this report is recommended include:
- Invoice processing: For use by a Billing Specialist when researching or validating billing accuracy.
- Client research: Research invoice details of a specific client without having to view one invoice at a time.
- Client audits: Periodically, clients will conduct rate audits. This report is useful when agencies need to quickly provide rate audit details.
- Parallel testing: Research discrepancies during parallel testing to quickly identify the reason for the discrepancy.
Running the Report
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Navigate to Menu > Canvas.
- Select Run beside the Invoice Register Details report.
- Enter the criteria for the report. Criteria options include:
- Once you have selected your criteria, click Finish.
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To export to Excel, click the drop down menu at the top of the report,
then select View in Excel Options >
View in Excel 2007 Format.
- This option exports the data in the same format as the Canvas report. If you need a data file without keeping the Canvas report formatting, you can select the View in Excel 2007 Data option instead.
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Once you select the applicable Excel option,
Once the report is exported to Excel, you can utilize standard Excel functions to filter, sort, and pivot the data.
Sample Invoice Register Details Report
Report Criteria
The standard report criteria is to run the report by:
- Invoice Date Range
- Invoice Status (optional)
- Client Corporation (optional)
- Billing Specialist (optional)
- Bill-To Client (optional)
Fields
The following fields display on the report:
- Client Name
- Bill-To Client Name
- Bill-To Client ID
- Invoice Statement ID
- Invoice Statement Number
- Invoice Statement Line Item
- Billing Profile
- Invoice Date
- Invoice Type
- Status
- Currency
- Description
- Surcharge Amount
- Discount Amount
- Pre Tax Amount
- Sales Tax Amount
- Invoice Amount
- PO Number
- Billing Period End Date
- Billing Specialist Name
- Billing Contact Name
- Deliver Method