AR Invoices

AR Invoices page allows you to search for and view accounts receivable invoices. An AR Invoice is typically used for payment for services rendered through the work order.

To search for AR Invoices:

1. Under Logbook, select Logbook Reports.

2. Click Work Order Reports.

3. In the Select a report field, select Work Order Invoicing.

4. Click the AR Invoices link.

5. To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

   • Property – Click the Select link to locate invoices created for a particular property.

     Note:

     If you want the Other Options pane (which allows you to update invoices) to appear with your search results, you must select a property. The Other Options pane is only available to super administrators.

   • Region – Select a value to locate invoices created for a particular region. If a property is selected, the Region field is replaced by the Space/Floor field.

   • Location – If a property is selected, additional location fields appear, allowing you to further define a location within the property. Location is highly configurable. Your system may display one or more of the following fields:

     • Space/Floor – Select a value to locate invoices created for a particular space or floor. Some systems group spaces and floors together and some use separate space and floor values.

     • Zone – Select a value to locate invoices created for a particular zone within the property.

     • Tower/Wing – Select a value to locate invoices created for a particular tower or wing within the property.

     • Floor – Select a value to locate invoices created for a particular floor within the property.

     • Space – Select a value to locate invoices created for a particular space within the property. You cannot select a space until after you select a floor.

     • Sub-Space – Select a value to find requests associated with a particular subSpace within the property. You cannot select a subSpace until after you select a space.

   • Invoice # – Enter a value to locate a particular invoice by the invoice number. If you enter a value in this field, all other criteria will be ignored.

   • Invoice Date – Enter two date value to locate invoices whose dates fall within the specified date range.

6. Click FIND.

   A separate result line is displayed for each combination of invoice and request ID. This allows you to examine the total invoiced amount on from each work request. The following information is displayed:

   • Invoice Date – the date when the invoice was created

   • Invoice # – the ID number of the invoice

   • Property/Location – the property and space within the property that the invoice was generated for

   • Account – the account the charges were billed to

   • Request ID – the ID of the work request where the costs were incurred

   • Invoice Amount – the amount included on the invoice; clicking this link opens the Work Order Financial page for the work request containing the charges

Other Options