How to report on invoices - NextGen

This article relates to the Quadient AP NextGen UI, which is being released to our customers on a rolling basis. To learn more about the NextGen UI, please reach out to your Customer Success Manager.

Reports can be generated within all tabs of the Invoice module, and all users with access to the Invoice module can create reports.

Creating reports in the Invoice module

Two types of reports can be created in the Invoice module: CSV reports or PDF reports. CSV reports provide you with a spreadsheet of data, and PDF reports provide a detailed description of each transaction. 

In any tab of the Invoice module, select the invoices you want to report on and click Report. You can quickly report on all filtered invoices using the Filtered option. Learn more about the filter options available here.

PDF reports provide a summary of the transactions and a copy of the invoice image by default. You have the option to include some additional information such as line item details, approval history, and any purchase order or backup images on the invoice.

CSV reports generate a data file of your invoices, allowing for easy data formatting in software like Excel or Google Sheets. These reports include all header and line item information, and can not be configured to include any additional information or images. 

Report History

Generating a report or clicking History under the Reports menu will open the Report History window. Report History shows you a snapshot of all previously generated reports, and lets you download additional copies of them. The reports shown here are unique to the user who generated them, so you will only see reports you generated.