The Reports section contains the initial basic reports. The reports are built with a new table component that has been used in the Open Invoices section, featuring built-in reporting tools and filtering functionalities. The reports include All Invoices, Open Invoices, Invoices Overdue, Deleted Invoices and Accounting Entries (for invoices).
Additional information on editing reports and table features can be found in the article on General information about the functionality of the reports.
- You can navigate to detailed information about a sales invoice from the reports by double-clicking to open it.
In the All Invoices report, all sales invoices in all states (draft, delivered) are listed. The report defaults to an order where the newest sales invoice is displayed at the top, primarily based on the invoice date and secondarily on the invoice number.
The Open Invoices report displays open sales invoices in the sales ledger. The report defaults to an order where the newest sales invoice is displayed at the top, primarily based on the invoice date and secondarily on the invoice number. A date selector at the top of the table allows the user to specify a date in the past and display open invoices on that date.
The Invoices Overdue report displays sales invoices that are already overdue in the sales ledger. The report defaults to an order where the newest sales invoice is displayed at the top, primarily based on the invoice date and secondarily on the invoice number.
Deleted Invoices report shows the numbered invoices which have been deleted by the support team.
From the Accounting Entries report, you can see the row items of sales invoices with their respective ledger entries and cost centers.
The report uses a grouped view by default. When the grouped view is enabled, the calculated values in the bottom bar of the table are the sums of the values per calculation. The account lines for an individual invoice can be displayed by clicking on the expand button in front of the invoice number. The grouping can be removed by ungrouping in the Columns section by unchecking the Invoice Number grouping under Row Groups: