The main user at the self-service level can create a Daily Report, which allows tracking the number of received purchase invoices for customers belonging to the same Menu on a daily basis, without opening the respective customer databases. The Daily Report includes only unpaid and unarchived invoices.
Creating the Daily Report
- Go to the Reports–Daily Reports view
- Click the Create new report button
- Open the generated report by clicking on the date in the Created field or the checkbox in front of the row.
The created Daily Report shows the number of invoices by customer and categorized by invoice types. The report can be printed if necessary (Print button).
Total purchase invoices – the number in this field indicates all purchase invoices currently in the approval process for the respective customer database.
Purchase invoices ready to pay – the number in this field indicates the number of purchase invoices in the last stage of the approval process (the stage that concludes the process).
Purchase invoices in first phase – the number in this field indicates the number of purchase invoices in the first stage of the process (also includes those returned to the first stage of the process).
Purchase invoices with Additional details – the number in this field indicates the number of purchase invoices that have comments added in the Additional information field.
The numbers for travel expenses correspond to similar information as for purchase invoices.