Reporting Explained: Invoice Records

Reporting Explained: Invoice Records

Admin or power user  ·  Yellow Dog Inventory 2026

 WHY IT'S IMPORTANT

Use the Invoice Records report to review all invoices within a selected time period. The report helps your team verify invoice status, quantities, and costs.

 WHERE

Reports > Standard Reports > Purchasing > Invoice Records

 HOW IT WORKS

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.

 STEP BY STEP

Generate the Report

1.   Go to Reports > Standard Reports.

2.   Select Purchasing > Invoice Records.

3.   Choose Detailed or Summary.

4.   Select a date or date range.

5.   Apply optional filters if needed.

6.   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. When a SKU is entered, the report returns data for that item only.

 KEY COLUMNS

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

  1. How To: Create an Invoice

Last reviewed: August 2026  ·  Applies to: Yellow Dog Inventory 2026