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

This guide has been reviewed against our global client base and classed as relevant to all regions

In AgencyCloud 12.157+, a configuration option is available which allows supplier invoice information to be reported on and shown in works order grids

This option provides a wide range of supplier invoice related data in works order reports - allowing you to use the works order report to be more informed to manage and advise suppliers

To enable this configuration option, click here to contact Reapit Support

1. Run works order report

From Reports on main menu:

  • Click Power Reports

  • Select Works Orders

  • An Invoice Paid Date option is available

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

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

For more information on running Power Reports for works orders, click here:
Power Reports for works orders (property management)

For more information on building Power Reports, click here: Power Reports

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