Invoice Listing
Overview of AR32
The Invoice Listing report allows you to generate a report against invoices. You can opt to filter by status (open vs. all invoices), and search within a date range, if desired. The report output includes information such as invoice #, customer ID, customer name, invoice date, due date, terms, invoice amount, amount paid, and comment (if applicable). You can also opt to include the GL information. To generate this report:
- From the DDI Connect main menu, double-click Accounts Receivable
- Double-click Reports
- Double-click 32 Invoice Listing. The parameters screen will launch:
The following fields are available on this screen:
Field | Description |
---|---|
Invoice Type | Click the drop down on this field to select the invoice type you wish to report against |
Customer ID | To generate a report for a specific customer, enter the ID in this field or click the list icon to select from a list of active customer or search for a customer ID |
Customer account types | To generate the report for one or more customer types, type the code or codes, separated by commas, or click the list icon to select from a list of active customer type codes in the system |
Invoice date range/thru | The date fields are only active if you selected Normal for the invoice type. Enter the beginning and ending dates of the range you wish to report on. You can type it in mm/dd/yyyy format or click the calendar icon to select the date |
Print open invoices only? | To report only against open invoices, type yes |
Include invoice line items? | To include invoice line items, type yes |
Include G/L accounts? | To include G/L account information, type yes |
Print Addresses? | To include customer addresses, type yes |
Print Options
After clicking the Print Options button you will see the following options. Choose the desired options and click OK to return to the report parameters screen.
Option | Description |
---|---|
Printer | Click the drop down arrow to select from a list of available printers. DDI Connect uses your default printer unless told otherwise |
Format | Click the drop down arrow to select from a list of available formats. Select paper size, number of columns, and number of rows for printing. Each report has built-in format defaults. Select “Use Defaults” to use the built-in report defaults. The number of rows and columns controls the print size and amount of information per page |
Memo | If you wish, you can add a memo to the output of the report. NOTE: It is recommended that Word documents be saved with the .docx extension |
View Report | This option generates a pdf file that is displayed on the screen when the report is generated |
Archive Report | If this option is selected, the system will archive the report in the DDI Connect report archives. For information on working with archived reports, please reference this page: Archived Report Viewer |
Print Report | If selected, the system will generate the report output to your default printer. NOTE: You will also receive a pdf version of the report, displayed on your screen |
Print via PDF | Prints directly to your printer. |
This option allows you to send a .pdf attachment of the report to the indicated users' email addresses. When OK is clicked, a dialog box will open requesting a recipient | |
Duplex/Top | Prints the report on both sides of the paper in landscape style. The printer must be capable of printing on both sides or an error will occur |
Duplex/Side | Prints the report on both sides of the paper in portrait style. The printer must be capable of printing on both sides or an error will occur |
Green bar | Adds shaded, horizontal bars to the report, making it easier to read across columns |
No dialog | Selecting this option means that no ‘Report Completed’ dialog will display after the report has been generated |
Extra copies | If you want extra copies of the report generated, type the number in this field |
Click Start. The system will generate the report based on the parameters you selected, and display the results. Click below to view a sample of this report.