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Additional Filters for Summary Reports

Rob Sherrard - Imageer

May 27, 2011 18:10

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In doing a Summary report for Un-Invoiced Debt/Credits, the current tools produce an output of all debt/credits not attached to an invoice, which includes Estimates, Purchase Order Items and Non-Billables. This summary would be much more useful (and much shorter) if  filters were provided to suppress those items whose Mode is E, PO and NB

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3 comments

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  Craig Harman October 17, 2011 03:09

  The bilable and non-billable items goes part way to solving this, but not sure you can also do "uninvoiced billable and non-billable"

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  Rob Sherrard - Imageer October 17, 2011 03:30

  The tools provided with v9 answered my orginal request. V9 now includes filters for Billable Uninvoiced Debt Credits, Uninvoiced Debt Credits and Non-Billable Debt Credits. It would seem that by definition a Non-Billable Debt Credit would always be Uninvoiced.

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  Oranged Support October 21, 2011 20:24

  Non-billable items will always appear on the standard "uninvoiced" summary. If you use the billable uninvoiced summary, the non-billable items will not appear.