8 Handy Tips for Company Summary Invoice reporting in OpenAir
- There is no filtering on charge stage with any Invoice summary value out of the box.
- All charges (no matter what charge stage) by default are included in all out of the box values: Invoices – All.
- Out of the box there is only one option for anything on an invoice: Invoices – Invoiced.
- The charge stage to filter for open/billed is [no charge stage].
- There is no way to filter on open or billed separately. (Use Invoices – Invoiced for “billed”).
- There are two specific isolations for types of Invoice options out of the box: Fees and Expenses. “Fees” include time, flat and other charges. There is no product option. This is as designed since most users do not have the Purchase module. You will need to create a custom option if this is desired. Reminder: these values are any charge stage.
- Any charge type isolation for invoiced charges needs a separate custom calculation. For example: invoiced products, invoiced expenses.
- When creating custom calculations, use the out of the box metric and multiply it by 1 (charge). Use the filters to isolate the values. See screen shots below.
