• Allocation Reports
  
• Date Specific Reports

Allocation Reports

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

• 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

• 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

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

• To Create Date Specific Reports 
  

• Choose the Start Date and End Date then Click APPLY 
  

• IMPORTANT NOTE: When complete/finished, be sure to CHECK the box for "Include "ALL" Dates"
  

• Then Click APPLY to go back to full bill value.
  

• You can Choose One or More Dates (Start Date and End Date)
  

• Once Report is Run - Open Invoice to Review or Print Report