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