Report: Unallocated Invoices
This is a great report /grid to show the Unallocated invoices synced from the Business System to Forecast.Live.
Within this report you can view the unallocated invoices and we provide Matches and Possible Matches column headings to help with reconciliation.
Right clicking on a column heading will show these options:
The options are self explantory aside from the Prefilter.
When choosing this option Show Prefilter, you can create detailed, multi-step filter conditions INTO THIS GRID, using a simple, language-based control (as opposed to clunky symbol operators).
For example:
A User's company policy is that they have an AR person for each Customer group - User filters by Customer Group to analyse worker's workload and/or refer unallocated invoices to the correct staff.
User wants to target specifically high-value unallocated invoices so as to reconcile the greatest value in a day - User filters by amount > $10000
You can also export to PDF or Excel:
Need more information?
Send us an email to Support@Plus.Live