This section describes the specifics of accessing and interpreting the Invoices report.
Opening the Report
You can find the report in the following ways:
- From the main CStoreOffice® page, go to Reports > Store > Merchandise > Deliveries and Invoices > Invoices.
- From the main CStoreOffice® page, go to Merchandise > Pending Invoices > select a location > Invoice Report (at the bottom of the Pending Invoices form).
For more information, see Viewing Reports.
Viewing the Report
The Invoices report provides advanced information on the existing invoices for the specified period.
To view this report, specify the filter by Stations or Station Tags, and filter by specific promotions. You can refine your report further by using other filtering options.
The report contains the following information:.
- Vendor Name
- Invoice #
- Purchase Order
- Invoice Date
- Shift
- Cost, $
- Tax, $
- Other Charges, $
- Total Cost, $
- Retail, $
- Invoice Type
- Method of Payment
- Comments
Filtering and Sorting the Report Data
To get the exact information you need, you can apply filters to the report. To set up a filter, select one or more filtering options. Once the filter is set up, at the bottom of the filter section, click the Refresh button to display the report data by the filter criteria.
The report provides the following filtering and sorting options:
- Date. Specify the period you are interested in manually using the calendar or use one of the available filtering options, and then click Refresh There are the following filtering periods available:
- Yesterday
- Current Month
- Current Quarter
- Current Year
- Last Month
- Last Quarter
- Last Year
- advanced. Click the advanced button, select one several filtering options you want, and then click[ Refresh. There are the following advanced filtering options available:
- Filter By. Select one or several filtering options - by Category, Vendor, Type, Manufacturer or Method of Payment.
- Sort By. Select the order of the report columns you want. Select the Ascending or Descending option for the corresponding type of filtering.
- Subtotal. Select one or several filtering options for the further breakdown of the results.
- Station Included. Select the stations you want to view the report for.
- Invoice details. Select the corresponding option to view the invoice details.
- Sort Items by. Select the order of the report columns you want. Select the Ascending or Descending option for the corresponding type of filtering.
Press CTRL to select several items at a time.
Select the Show Only option to view only the information for the selected items, and Show All Except to view the information for all the items except the selected ones.
Additional Actions
- To return accepted invoice back to pending, select the invoice and click the Append To Pending Invoices button. For more information, see Deleting Invoices.
- To reload the form, click Refresh.
- To print the report, click Print Version.
- To open the report the Microsoft Excel document, click Convert to Excel.
- To open the Petrosoft University Portal, click Help.
- To create a ticket, click Feedback.
Please note that the Append To Pending Invoices button is displayed only if the Allow users to return Accepted invoices to Pending permission is granted to the user. For more information, see Invoices Permissions.
