Updates to works order reporting & grids to allow reporting on supplier invoices - configuration option

1. Run works order report

From Reports on main menu:

• Click Power Reports

• Select Works Orders

• An Invoice Paid Date option is available

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2. Example report

For example, running this works order report will return all completed works orders for Jones & Jones Maintenance that have the invoice status of posted and have been paid in the last 6 months

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3. New grid columns

The following new supplier invoice related grid columns can be added and saved on a works order grid

From works order grid:

• Right-click over the column headings, click Pick columns, select More

• The following new columns can be added to the grid:

  • Amount Paid

  • Authorised by Property Manager

  • Charge To

  • Date Authorised by Property Manager

  • Date Paid

  • Invoice Agent Commission

  • Invoice Dated

  • Invoice Due Date

  • Invoice Net

  • Invoice Nominal Account

  • Invoice Ref

  • Invoice Referral Fee

  • Invoice Status

  • Invoice Total

  • Invoice VAT/GST

  • Nominal Account

  • Outstanding Balance

  • Post to Accounts Date

  • Post to Accounts User

  • Property Reference

  • Supplier Reference

• When all required columns have been selected, click Accept

• The new columns will be added to the far right side of the grid - click and drag column headings to the desired position

• Right-click over the column headings again and click Save grid layout

• Grid functions can be used to sort, filter or group the grid

  • To sort the list, click the column heading

  • To filter or group, click to the right of the column heading (to view filter icon) for options to select specific names or to group the list by name