Invoice Enhanced Report

Invoice Enhanced Report

The Invoice Enhanced Report allows you to generate a detailed list of all invoices raised for venues within a specified date range. This report provides more in-depth information than the standard Invoice Report, giving you additional insights into the bookings associated with each invoice.

Key Features:

In addition to selecting a date range and specifying which office(s) to pull data from, you can filter the report using the following criteria:

1. Client
   Filter the report to show invoices raised for a specific client.
   Example: View only invoices raised for venues with bookings from UNIT.
2. Contact
   Filter the report to show invoices raised for a particular contact.
   Example: View only invoices for bookings made by John Smith at UNIT.
3. Venue
    Filter the report to find invoices raised for a specific venue.
4. Supplier
    Filter the report to find invoices raised for a specific supplier.
5. Market Segment
    Filter to show bookings based on the market segment assigned to the client for each booking.
6. Industry Category
    Filter to show bookings within a specific industry category, as set up for the client on each booking.

How to Use the Report:

1. Select Filters
    Choose the relevant filters (e.g., Client, Contact, Venue, etc.) and specify the date range.
2. Preview or Reset
   • Click Preview to view the filtered report.
   • Click Reset to clear the filters and start again.
3. Save the Report
   Once you preview the report, you can save it in different formats by clicking the Floppy Disk icon. Available formats include CSV and Excel.

Report Columns

The generated report will display the following columns:

• Accounts Agency Reference
• Supplier Name
• Supplier Address
• Supplier Address Line 2
• Town
• County
• Postcode
• Telephone
• GRATIS Supplier Code
• Invoice Date
• Invoice Number
• Amount Ex (Excluding Tax)
• Tax
• Amount Inc (Including Tax)
• Booking Reference
• Client
• Client Fields
• Venue Invoice Number
• Arrival Date
• Accounts (Client)
• Consultant
• Client Contact
• Total Value
• Billing Method
• Liability
• Account Email
• Currency