This report offers a detailed view of all your invoices based on key criteria such as approval, payment and export status.
Filters
Filter | Description |
Group | Group of locations to run a report on Select “All” from the group dropdown to run the report across all groups |
Location | Select a Group, then choose a specific location or choose "All" from the Location drop-down |
Invoice Date | Choose a pre-filled date range or set a custom date range |
Uploaded Date | Choose a pre-filled date range or set a custom date range |
Vendor ID | Invoices from a specific vendor |
Exported Date | Choose a pre-filled date range or set a custom date range |
Approved | Approved invoices |
Exported | Exported invoices |
Flagged | Flagged invoices |
Paid | Paid invoices |
Has Image | Invoices with images |
Field Description
Field | Description |
Location | Location specified on your invoice |
Vendor ID | Accounting vendor ID |
Vendor Name | Accounting vendor name |
Invoice # | Invoice number specified on your invoice |
Invoice Date | Invoice date specified on your invoice |
Uploaded Date | Date invoice was uploaded to Ottimate |
Exported Date | Date invoice was exported to Ottimate |
Amount | Invoice Amount |
Access Model
Category: Accounts Payable
Available to users as a standard report across all plans