Invoice Reports
Report Name |
Description |
INV01 Billed Invoices vs Paid Invoices by Vendor |
A bar chart that displays the total amount billed (invoiced) and the total amount paid by vendor for the selected time period. This report uses the following fields to gather information: •Billed Amounts oFilter Criteria ▪Invoice.Invoice Date ▪Invoice.Net Invoice Total oResults Display ▪Invoice.Invoice Date ▪Invoice.Vendor ▪Invoice.Dispute Matter ▪Invoice.Net Invoice Total ▪Invoice.Total Amount on Check •Amounts Paid oFilter Criteria ▪Invoice.Invoice Date ▪Invoice.Posting Status ▪Invoice.Sent to AP ▪Invoice.Total Amount on Check oResults Display ▪Invoice.Invoice Date ▪Invoice.Vendor ▪Invoice.Dispute matter ▪Invoice.Net Invoice Total ▪Invoice.Total Amount on Check |
INV02 Invoice Accruals by Matter |
A bar chart that displays the total accruals by matter for the selected time period. This report uses the following fields to gather information: •Accruals oFilter Criteria ▪Invoice.Invoice Date ▪Invoice.Invoice Type ▪Invoice.Net Invoice Total oResults Display ▪Invoice.Invoice Date ▪Invoice.Vendor ▪Invoice.Dispute Matter ▪Invoice.Net Invoice Total |
INV03 Invoice Accruals by Vendor |
A bar chart that displays the total accruals by vendor for the selected time period. This report uses the following fields to gather information: •Accruals oFilter Criteria ▪Invoice.Invoice Date ▪Invoice.Invoice Type ▪Invoice.Net Invoice Total oResults Display ▪Invoice.Invoice Date ▪Invoice.Vendor ▪Invoice.Dispute Matter ▪Invoice.Net Invoice Total |
INV03 Invoice Accruals by Vendor |
A bar chart that displays the total accruals by vendor for the selected time period. This report uses the following fields to gather information: •Accruals oFilter Criteria ▪Invoice.Invoice Date ▪Invoice.Invoice Type ▪Invoice.Net Invoice Total oResults Display ▪Invoice.Invoice Date ▪Invoice.Vendor ▪Invoice.Dispute Matter ▪Invoice.Net Invoice Total |
INV04 Total Invoice Count by Time Period |
A column chart that displays the total count of invoices created in the selected time period, aggregated by month, quarter, or year. This report uses the following fields to gather information: •Monthly Invoices oFilter Criteria ▪Invoice.Invoice Date ▪Invoice.Net Invoice Total oResults Display ▪Invoice.Invoice Date ▪Invoice.Vendor ▪Invoice.Dispute Matter ▪Invoice.Net Invoice Total |
INV05 Total Invoice Amount by Time Period |
A column chart that displays the total net amount of invoices created in the selected time period, aggregated by month, quarter, or year. This report uses the following fields to gather information: •Monthly Invoices oFilter Criteria ▪Invoice.Invoice Date ▪Invoice.Net Invoice Total oResults Display ▪Invoice.Invoice Date ▪Invoice.Vendor ▪Invoice.Dispute Matter ▪Invoice.Net Invoice Total |
INV06 Top Invoice Adjustment by Vendor |
A bar chart that displays the total amount of invoices as well as the total amount of invoice adjustments aggregated by vendor and sorted in descending order on total adjustments. By default, the 10 vendors with the largest total invoice adjustments are shown. This typically indicates that the vendor is submitting invoices that don't follow the client's billing guidelines. User can also enter a time frame within which to make this comparison. Invoices whose invoice date fields fall within the specified time frame will be considered in the report. This report uses the following fields to gather information: •Adjusted Invoices oFilter Criteria ▪Invoice.Invoice Date ▪Invoice.Posting Status oResults Display ▪Invoice.Invoice Date ▪Invoice.Vendor ▪Invoice.Dispute Matter ▪Invoice.Original Invoice Total ▪Invoice.Invoice Discount Total ▪Invoice.Invoice Adjustment Total ▪Invoice.Net Invoice Total •Submitted Invoices oFilter Criteria ▪Invoice.Invoice Date ▪Invoice.Posting Status oResults Display ▪Invoice.Invoice Date ▪Invoice.Vendor ▪Invoice.Dispute Matter ▪Invoice.Original Invoice Total ▪Invoice.Invoice Discount Total ▪Invoice.Invoice Adjustment Total ▪Invoice.Net Invoice Total |
INV07 Top Invoice Credit Notes by Matter |
A bar chart that displays the total amount of Credit Notes aggregated by matter and sorted in descending order on total amount. By default, the 10 matters with the largest total credit notes are shown. This report uses the following fields to gather information: •Credit Notes by Matter oFilter Criteria ▪Invoice.Invoice Type oResults Display ▪Invoice.Invoice Date ▪Invoice.Vendor ▪Invoice.Dispute Matter ▪Invoice.Net Invoice Total |
INV08 Top Invoice Credit Notes by Vendor |
A bar chart that displays the total amount of Credit Notes aggregated by vendor and sorted in descending order on total amount. By default, the 10 vendors with the largest total credit notes are shown. This report uses the following fields to gather information: •Credit Notes by Vendor oFilter Criteria ▪Invoice.Invoice Type oResults Display ▪Invoice.Invoice Date ▪Invoice.Vendor ▪Invoice.Dispute Matter ▪Invoice.Net Invoice Total |
INV09 Top Invoice Rejection Count by Vendor |
A bar chart that contrasts the total number of invoices submitted by a vendor to the number rejected by the client. User can also enter a time frame within which to make this comparison. Invoices whose invoice date fields fall within the specified time frame will be considered in the report. This report uses the following fields to gather information: •Rejected Invoices oFilter Criteria ▪Invoice.Invoice Date ▪Invoice.Posting Status oResults Display ▪Invoice.Invoice Date ▪Invoice.Vendor ▪Invoice.Dispute Matter ▪Invoice.Net Invoice Total •Submitted Invoices oFilter Criteria ▪Invoice.Invoice Date oResults Display ▪Invoice.Invoice Date ▪Invoice.Vendor ▪Invoice.Dispute Matter ▪Invoice.Net Invoice Total |
INV10 Top Invoice Rejection Amount by Vendor |
A bar chart that contrasts the total net amount of invoices submitted by a vendor to the total net amount of invoices rejected by the client. User can also enter a time frame within which to make this comparison. Invoices whose invoice date fields fall within the specified time frame will be considered in the report. This report uses the following fields to gather information: •Rejected Invoices oFilter Criteria ▪Invoice.Invoice Date ▪Invoice.Posting Status oResults Display ▪Invoice.Invoice Date ▪Invoice.Vendor ▪Invoice.Dispute Matter ▪Invoice.Net Invoice Total •Submitted Invoices oFilter Criteria ▪Invoice.Invoice Date oResults Display ▪Invoice.Invoice Date ▪Invoice.Vendor ▪Invoice.Dispute Matter ▪Invoice.Net Invoice Total |
INV11 Top Invoice Count by Matter |
A bar chart that displays the total number of invoices submitted for a matter, subdivided into posted invoices and pending invoices. Users can also enter a time frame within which to make this comparison. Invoices whose invoice date fields fall within the specified time frame will be considered in the report. This report uses the following fields to gather information: •Posted Invoices oFilter Criteria ▪Invoice.Current Workflow Status ▪Invoice.Invoice Date ▪Invoice.Net Invoice Total ▪Invoice.Posting Status oResults Display ▪Invoice.Invoice Date ▪Invoice.Vendor ▪Invoice.Dispute Matter ▪Invoice.Default Category ▪Invoice.Net Invoice Total •Pending Invoices oFilter Criteria ▪Invoice.Current Workflow Status ▪Invoice.Invoice Date ▪Invoice.Net Invoice Total ▪Invoice.Posting Status oResults Display ▪Invoice.Invoice Date ▪Invoice.Vendor ▪Invoice.Dispute Matter ▪Invoice.Default Category ▪Invoice.Net Invoice Total |
INV12 Top Invoice Amount by Matter |
A bar chart that displays the total net invoice amount of invoices submitted for a matter, subdivided into posted invoices and pending invoices. Users can also enter a time frame within which to make this comparison. Invoices whose invoice date fields fall within the specified time frame will be considered in the report. This report uses the following fields to gather information: •Posted Invoices oFilter Criteria ▪Invoice.Current Workflow Status ▪Invoice.Invoice Date ▪Invoice.Net Invoice Total ▪Invoice.Posting Status oResults Display ▪Invoice.Invoice Date ▪Invoice.Vendor ▪Invoice.Dispute Matter ▪Invoice.Default Category ▪Invoice.Net Invoice Total •Pending Invoices oFilter Criteria ▪Invoice.Current Workflow Status ▪Invoice.Invoice Date ▪Invoice.Net Invoice Total ▪Invoice.Posting Status oResults Display ▪Invoice.Invoice Date ▪Invoice.Vendor ▪Invoice.Dispute Matter ▪Invoice.Default Category ▪Invoice.Net Invoice Total |
INV13 Top Invoice Count by Matter Category |
A bar chart that displays the total number invoices submitted for a matter category, subdivided into posted invoices and pending invoices. Users can also enter a time frame within which to make this comparison. Invoices whose invoice date fields fall within the specified time frame will be considered in the report. This report uses the following fields to gather information: •Posted Invoices oFilter Criteria ▪Invoice.Current Workflow Status ▪Invoice.Invoice Date ▪Invoice.Net Invoice Total ▪Invoice.Posting Status oResults Display ▪Invoice.Invoice Date ▪Invoice.Vendor ▪Invoice.Dispute Matter ▪Invoice.Default Category ▪Invoice.Net Invoice Total •Pending Invoices oFilter Criteria ▪Invoice.Current Workflow Status ▪Invoice.Invoice Date ▪Invoice.Net Invoice Total ▪Invoice.Posting Status oResults Display ▪Invoice.Invoice Date ▪Invoice.Vendor ▪Invoice.Dispute Matter ▪Invoice.Default Category ▪Invoice.Net Invoice Total |
INV14 Top Invoice Amount by Matter Category |
A bar chart that displays the total net amount of invoices submitted for a matter category, subdivided into posted invoices and pending invoices. Users can also enter a time frame within which to make this comparison. Invoices whose invoice date fields fall within the specified time frame will be considered in the report. This report uses the following fields to gather information: •Posted Invoices oFilter Criteria ▪Invoice.Current Workflow Status ▪Invoice.Invoice Date ▪Invoice.Net Invoice Total ▪Invoice.Posting Status oResults Display ▪Invoice.Invoice Date ▪Invoice.Vendor ▪Invoice.Dispute Matter ▪Invoice.Default Category ▪Invoice.Net Invoice Total •Pending Invoices oFilter Criteria ▪Invoice.Current Workflow Status ▪Invoice.Invoice Date ▪Invoice.Net Invoice Total ▪Invoice.Posting Status oResults Display ▪Invoice.Invoice Date ▪Invoice.Vendor ▪Invoice.Dispute Matter ▪Invoice.Default Category ▪Invoice.Net Invoice Total |
INV15 Top Invoice Count by Vendor |
A bar chart that displays the total number invoices submitted for each vendor, subdivided into posted invoices and pending invoices. By default, the counts are shown for the 10 vendors with the greatest number of submitted invoices. Users can also enter a time frame within which to make this comparison. Invoices whose invoice date fields fall within the specified time frame will be considered in the report. This report uses the following fields to gather information: •Posted Invoices oFilter Criteria ▪Invoice.Current Workflow Status ▪Invoice.Invoice Date ▪Invoice.Net Invoice Total ▪Invoice.Posting Status oResults Display ▪Invoice.Invoice Date ▪Invoice.Vendor ▪Invoice.Dispute Matter ▪Invoice.Default Category ▪Invoice.Net Invoice Total •Pending Invoices oFilter Criteria ▪Invoice.Current Workflow Status ▪Invoice.Invoice Date ▪Invoice.Net Invoice Total ▪Invoice.Posting Status oResults Display ▪Invoice.Invoice Date ▪Invoice.Vendor ▪Invoice.Dispute Matter ▪Invoice.Default Category ▪Invoice.Net Invoice Total |
INV16 Top Invoice Amount by Vendor |
A bar chart that displays the total net amount of invoices submitted for each vendor, subdivided into posted invoices and pending invoices. By default, the amounts are shown for the 10 vendors with the greatest sum total net amount of submitted invoices. Users can also enter a time frame within which to make this comparison. Invoices whose invoice date fields fall within the specified time frame will be considered in the report. This report uses the following fields to gather information: •Posted Invoices oFilter Criteria ▪Invoice.Current Workflow Status ▪Invoice.Invoice Date ▪Invoice.Net Invoice Total ▪Invoice.Posting Status oResults Display ▪Invoice.Invoice Date ▪Invoice.Vendor ▪Invoice.Dispute Matter ▪Invoice.Default Category ▪Invoice.Net Invoice Total •Pending Invoices oFilter Criteria ▪Invoice.Current Workflow Status ▪Invoice.Invoice Date ▪Invoice.Net Invoice Total ▪Invoice.Posting Status oResults Display ▪Invoice.Invoice Date ▪Invoice.Vendor ▪Invoice.Dispute Matter ▪Invoice.Default Category ▪Invoice.Net Invoice Total |
INV17 Top Invoices Pending Approval Count by Current Approver |
A bar chart that displays the total count of invoices created in the selected time period, aggregated by Current Approver. This report uses the following fields to gather information: •Invoices oFilter Criteria ▪Invoice.Current Workflow Status ▪Invoice.Net Invoice Total oResults Display ▪Invoice.Object Link ▪Invoice.Invoice Date ▪Invoice.Vendor ▪Invoice.Dispute Matter ▪Invoice.Current Approver ▪Invoice.Net Invoice Total |
INV18 Top Invoices Pending Approval Amount by Current Approver |
A bar chart that displays the total net amount of invoices created in the selected time period, aggregated by Current Approver. This report uses the following fields to gather information: •Invoices oFilter Criteria ▪Invoice.Current Workflow Status ▪Invoice.Net Invoice Total oResults Display ▪Invoice.Object Link ▪Invoice.Invoice Date ▪Invoice.Vendor ▪Invoice.Dispute Matter ▪Invoice.Current Approver ▪Invoice.Net Invoice Total |
INV19 Top Invoice Amount for a Currency by Matter |
A bar chart that displays the total net amount of invoices created in the selected time period with non-US currency, aggregated by Matter. This report uses the following fields to gather information: •Non-US Currency Invoices oFilter Criteria ▪Invoice.Currency Code ▪Invoice.Invoice Date oResults Display ▪Invoice.Object Link ▪Invoice.Invoice Date ▪Invoice.Vendor ▪Invoice.Dispute Matter ▪Invoice.Currency Code ▪Invoice.Net Invoice Total |
INV20 Top Invoice Amount for a Currency by Vendor |
A bar chart that displays the total net amount of invoices created in the selected time period with non-US currency, aggregated by Vendor. This report uses the following fields to gather information: •Non-US Currency Invoices oFilter Criteria ▪Invoice.Currency Code ▪Invoice.Invoice Date oResults Display ▪Invoice.Object Link ▪Invoice.Invoice Date ▪Invoice.Vendor ▪Invoice.Dispute Matter ▪Invoice.Currency Code ▪Invoice.Net Invoice Total |
INV21 Top UTBMS Task Code Count for a Matter |
A bar chart that displays the top UTBMS task codes ranked by count for a given matter. This report uses the following fields to gather information: •UTBMS Codes oFilter Criteria ▪Line Item.Invoice Date ▪Line Item.Line Item Project ▪Line Item.Line Item Task Code oResults Display ▪Line Item.Line Item Task Code ▪Line Item.Line Item Invoice ▪Line Item.Invoice Date ▪Line Item.Vendor ▪Line Item.Line Item Project ▪Line Item.Line Item Net Total |
INV22 Top UTBMS Task Code Amount for a Matter |
A bar chart that displays the top UTBMS task codes ranked by spend for a given matter. This report uses the following fields to gather information: •UTBMS Codes oFilter Criteria ▪Line Item.Invoice Date ▪Line Item.Line Item Project ▪Line Item.Line Item Task Code oResults Display ▪Line Item.Line Item Task Code ▪Line Item.Line Item Invoice ▪Line Item.Invoice Date ▪Line Item.Vendor ▪Line Item.Line Item Project ▪Line Item.Line Item Net Total |
INV23 Top UTBMS Task Code Count for a Vendor |
A bar chart that displays the top UTBMS task codes ranked by count for a given vendor. This report uses the following fields to gather information: •UTBMS Codes oFilter Criteria ▪Line Item.Invoice Date ▪Line Item.Line Item Task Code ▪Line Item.Vendor oResults Display ▪Line Item.Line Item Task Code ▪Line Item.Line Item Invoice ▪Line Item.Invoice Date ▪Line Item.Vendor ▪Line Item.Line Item Project ▪Line Item.Line Item Net Total |
INV24 Top UTBMS Task Code Amount for a Vendor |
A bar chart that displays the top UTBMS task codes ranked by spend for a given vendor. This report uses the following fields to gather information: •UTBMS Codes oFilter Criteria ▪Line Item.Invoice Date ▪Line Item.Line Item Task Code ▪Line Item.Vendor oResults Display ▪Line Item.Line Item Task Code ▪Line Item.Line Item Invoice ▪Line Item.Invoice Date ▪Line Item.Vendor ▪Line Item.Line Item Project ▪Line Item.Line Item Net Total |
