Invoice Analysis
Invoices summarised by status, month or vendor.
Overview
Invoice Analysis charts and tabulates documents by status, by month or by vendor so you can see volume, value and how much is still unpaid.
When to use invoice analysis
- You look for trends in billing or payment.
Step by step
In the Accounting module open Reporting in the green navigation bar, then choose Invoice Analysis under Partner Reports.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
What you see on the screen
- Actions on the screen: Export Excel, Export PDF, Print, By Status, By Month, By Vendor, Overview.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- accounting.invoice.approve
- accounting.invoice.cancel
- accounting.invoice.create
- accounting.invoice.delete
- accounting.invoice.post
- accounting.invoice.read
- accounting.invoice.update