Allocation Reports

Allocation Reports

Allocation Reports

Click on the Custom Reports Menu to Expand to Sub-menus - Click On Allocation Reports (see image below)


To Create Specific Allocation Reports User MUST have entered Allocation Reference during the Bill Input 
  • Choose the Allocation or Allocations you want to run the report for from the drop downs (see image below)
  • Then Click on APPLY / CREATE REPORT  (see image below)
  • Now Open Invoice Review to See your Detailed Allocation Report 
  • The Allocation Reference will be listed on Invoice and ALL Bill Pages (see image below)
  • Just Repeat the steps above to run each report (see next step first)
  • You should always go back to full bill first by selecting a blank for each drop down the clicking on APPLY / CREATE REPORT

Allocation Reference for Report is listed on Invoice and ALL Bill Pages (see image below)

Bill Page with Allocation Reference 

Other Features On Allocation Dialog 
  • You can Change the Invoice Attribute - Enter New and Click Change Attribute
  • Open Invoice to Confirm - Be sure to change it back to INVOICE when completed
  • You can Apply a Footer and / or Disclaimer on the Invoice
  • Enter your Disclaimer / Note and Click on APPLY FOOTER / DISCLAIMER
  • Open Invoice to Confirm - Will be located on the bottom of Invoice



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