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Generate Invoice / Timesheet Reports

Run invoice / timesheet reports to send to Accounts Payable


  1. To view and export invoice reports, go to Dashboards/ Reports.

  2. Select the type of report you want to run. 

  3. Filter to select the relevant information for your report. 

    A. Select report type from the dropdown.
    A. Select Report Type.
    B. Select the date range you want to run the report for.
    C. Filter by Region/ Department. 
    D. Run Report.
  4.  The report will appear below. Select your preferred format, and Export. Send the appropriate report to AP. 

  5. Once you've forwarded reports to Accounts Payable or the respective location, you should update the status of the invoice from Draft to Sent to Accounting or Paid. To do this, go to Admin/Invoices and follow the steps below.