Dailey/monthly invoicing reconciliations

Rebecca Howard

Has anyone figured out a report to pull to see what you have invoiced per day/month/quarter? After a heavy day of invoicing I would like to go back and check to verify I have not missed anyone or over charged a fee, but I need to be able to see a summary (preferably with an options for detail in case of error) to check against. What the best process for reconciliation?

Tina Pappas

I run an A/R Billing report to support our monthly billing and tie into what is posted to the GL at the end of the month. In addition to being able to choose date parameters, you can also select detail or summary.