Paid Invoice Summary
Overview
The Paid Invoice Summary report displays a summary of paid invoices within a specified period. It provides invoice numbers, vendor, date last paid, count of invoice items, and amount paid. At the same time, a top-level KPI provides a quick statistic of the total amount expended in that timeframe. You can use this report to review a summary of invoices that need to be paid and provide it to an external department that issues payments on behalf of the library. Additionally, you can drill through to the detail of each summary invoice line.
This report defaults to the last full calendar month to assist with monthly payables reconciliation, but can be filtered (and bookmarked) to apply any date period, fund, vendor, and budget.
| Dataset | Acquisitions |
|---|---|
| Data refresh rate | This report's data is updated nightly. The data will be updated by 6 a.m. of your institution's data center time. Data will be "as of" the end of the previous day. |
| Data history start date | Data since institutions started using WMS Acquisitions |
| Default date range | The last full calendar month |
| Report type | Interactive |
| Available filters |
|
Paid Invoice Summary report visuals and columns
- Paid Invoice Summary report interface - Image
Report visuals
| Visual | Description |
|---|---|
| Total Expended Amount | The total amount expended by your institution during the time period selected. |
| Expended Amount by Vendor Name | The total amount expended by vendor during the time period selected.
|
Report columns
Click a column name to change the column sort.
- The first click sorts the column in ascending order.
- The second click sorts the column in descending order.
| Report columns | |
|---|---|
| System Invoice Number | Invoice Last Paid System Date |
| Invoice Number | Invoice Item Count |
| Vendor Name | Expended Amount |
Paid Invoice Summary drill-through report columns
- Paid Invoice Summary drill-through report interface - Image
The Paid Invoice Summary drill-through report . . .
To access the Paid Invoice Summary drill-through report:
- Hover over a row in the report, hover over Drill through from the pop-up dialog, and click the Magnifying glass button (
) in the pop-up menu.
Or - Right-click a row in the report, hover over Drill through from the pop-up menu, and click the Magnifying glass button () in the pop-out menu.
Report columns
Click a column name to change the column sort.
- The first click sorts the column in ascending order.
- The second click sorts the column in descending order.