Reporting Explained: Invoice Records
The Invoice Records report lists all invoices for the selected period and includes:
-
Invoice number
-
Invoice status
-
Quantity invoiced
-
Vendor price
-
Distributed expenses
-
Non-distributed expenses
You can generate the report in two formats:
-
Detailed – Includes line-item details.
-
Summary – Groups results by invoice document.
Generate the report
-
Go to Reports > Standard Reports.
-
Select Purchasing > Invoice Records.
-
Choose Detailed or Summary.
-
Select a date or date range.
-
Apply optional filters if needed.
-
Run the report.
Filters
Required
-
Date or date range
Optional
By default, the report includes all:
-
Stores
-
Levels
-
Vendors
-
Statuses
Additional option:
-
SKU filter (available only for the Detailed report)
|
Column |
Description |
|
Committed |
Date and time the invoice was committed. |
|
Committed by |
User who committed the invoice. |
|
Quantity Invoiced |
Quantity on the invoice when it was committed. |
|
Vendor Price (Detailed) / Total Vendor Price (Summary) |
Vendor price used on the invoice. |
|
Distributed Expenses |
Expenses configured to be distributed across invoice items. |
|
Non-Distributed Expenses |
Expenses configured not to be distributed across invoice items. |
Related Articles
Reporting Explained: Inventory Transfers: Summary
Business Need: This report will provide a summary of all transfers for an organization summarized by document How it works: This report will display the issuing and accepting locations, the issued, and accepted quantities, and document status. ...Reporting Explained: Summary By Period
The Inventory Summary by Period report provides an overview of inventory activity for a selected date and time range. It shows the starting inventory cost, all inventory movements during the period, and the ending inventory cost. Reports > Standard ...Reporting Explained Physical Inventory Summarized by Store
Business Need: This report is helpful for users who want to view Physical Inventory data summarized to a single line per location. How it Works: The Physical inventory report Summary by Store will provide information on the Stores total on hand going ...Reporting Explained: Cost Reporting- COGS Detail
The COGS Reporting report helps food and beverage (F&B) customers track inventory costs. It provides a detailed breakdown of Cost of Goods Sold (COGS) accounts and shows how costs relate to: Sales Purchases Physical inventories Manual adjustments Use ...Reporting Explained: Purchase Order Summary
Business Need: This report will provide an overview of all purchase orders for an organization summarized by document. How it Works: Users will filter to a specific date range and have the option to include or exclude certain Status’ as needed. The ...
Popular Articles
How To: Find Your Yellow Dog Inventory Version
Understanding which version of Yellow Dog Inventory you're using is essential when exploring new features, as some enhancements and functionalities are specific to certain versions. All client types can benefit from knowing their Yellow Dog Inventory ...Feature Overview: Par & Re-Order Points
Par levels and reorder points help streamline purchasing in Yellow Dog. Par level is the ideal quantity to keep on hand. Reorder point is the minimum quantity that triggers reordering. You can update par and reorder points in the following locations: ...Tips & Tricks: How do I download and install drivers for my Zebra Printer?
**As a note: Admin rights will be required to complete this task. If you do not have admin rights on your PC, please contact your IT for assistance** ZD410 Desktop Printer Support Site 1. Navigate to Drivers: 2. Select Zdesigner V. 5 Driver for ...How To: Swap the On-Hand/Parent Size (Edit Base Unit)
When managing items with multiple sizes, it’s essential to configure them correctly. The on-hand/parent size should always represent the base unit or smallest measurement, while additional sizes should be created for purchasing or counting sizes. If ...FAQs: What are Bins?
Question: What are Bins? Answer: Bins are optional location identifiers that specify exactly where an item is stored. You don’t need to create bins in advance. You can assign them: In the Stores tab of the item editor Through a Balto import Bins ...