This report will allow you to search for invoices by Date Range and other filter criteria to see the status of invoices.
Step 1: Go to the Reporting tab.
Step 2: In the General Reports section, click Invoice Status Report.
Step 3: Enter the Invoice Date Range and/or Accounting Review Date Range.
Step 4: Enter the Filter Criteria:
- Business Unit: Choose the business unit the invoice was allocated to.
- Vendor: Choose the vendor of the invoice.
- Invoice Number: Enter the invoice number.
- Export Batch: Select an export batch from the drop-down menu if applicable.
- Invoice Status: Choose whether the invoice is in progress, pending approval, pending accounting review, or accounting reviewed.
Step 4: When finished entering the report criteria, click Run Report.
Step 5: Your report result will appear below. Click Export to Microsoft Excel to save the report to your computer.