Invoice History – LEX247

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Contents of Report
Report Filters
Notes

This report will show a history of all invoices, listed by clients in alphabetical order. The list of invoices includes both pending and fully paid.

When this report is generated, it will look as below.

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Contents of Report

This report will show the following information.

Client
- - Each Client will be displayed per line, with the following information.
    - - Client Name
      - Client Number
      - Payer Name
      - Payer Number
List of Invoices
- - Each Invoice will be displayed per line, with the following information.
    - - Invoice Number (Fakt. nr.)
        
        Invoice Number will be displayed here.
      - Due Date (Förfallodatum)
        
        Invoice Due Date will be displayed here.
      - Gross Sum (Brutto)
        
        Gross Sum includes both Time Records + Expenses.
        
        The total of the invoice including the Net + VAT amount = Gross Sum.
      - Payments in Total (Betalt total)
        
        If payments have been made, it will show the total amount of already made payments to the invoice.
      - Balance (Balans)
        
        Gross - Payments = Balance (remaining left to be paid).
      - Cases (Ärenden)
        
        This will display the case number(s).
Total summation for the Client / Payer
Total summation of all Client / Payer
Grand Summations of all Client / Payer totals

Report Filters

This report has a set of standard filters that can be used to further refine the report depending on your criteria. Report filters use the 'and' function, meaning the data that is generated in the report comes back as all true for every selected filter. If the report is empty, try reducing the number of filters selected.

Following filters are available for this specific report.

Period (Invoice Date) (Period (Fakturadatum))
By default, it will be pre-selected for the ‘Last 30 days’.

Period (Invoiced Date), after selecting the start/end date, the report will generate assets that have been billed/invoiced within the selected period.

Billing Unit (Resultatenhet)
Billing Unit filter allows you to select a specific billing unit to generate assets for. Being able to select another billing unit will require you to have the 'Access to all Billing Units'-right set in the Control Panel.

If you do not have the right, this will show the billing unit you belong to. The report will then generate assets that belong to your billing unit.

If you have the right, you can select (if any) other billings units if you wish. Selecting a billing unit will generate assets that belong to that billing unit.

Business Unit (Affärsenhet)

Business Unit filter allows you to select a specific business unit from the drop-down menu. The business units selectable will depend on what Billing Unit was selected previously.

The report will generate assets/data based on the business unit(s) selected. If nothing is selected, then all business units will be included in the report.

Clients (Klienter)
Client filter allows you to select one or more clients to generate assets/data from the drop-down menu. You can search for the client name or number in the field.

The report will generate assets/data based on the client(s) selected. If nothing is selected, then all clients will be included in the report.

Cases (Ärenden)
Cases filter allows you to select one or more cases to generate assets/data. You can enter the case name or case number in the field and select the case as it appears in the drop-down menu. You can also enter the client name which will then bring a drop-down selection of all cases related to the client.

The report will generate assets/data based on the cases selected. If nothing is selected, then all cases will be included in the report.

Case Type (Ärendetyper)
Case Type is the same as Practice Area.

Case Type filter allows you to select one or more case types (practice areas) to generate assets/data for from the drop-down menu, or write in the text box to search for the specific case type (practice area) you wish to select. If nothing is selected, then all case types will be included.

The report will generate assets/data based on the case types (practice areas) selected. If nothing is selected, then all case types (practice areas) will be included in the report.

Case Tags (Ärendetaggar)
Case Tags filter allows you to select one or more case tags from the drop-down menu, or write in the text box for the specific case tag you wish to select. If nothing is selected, then all case tags will be included.

Note: only approved Case Tags (in Control Panel) will display in the drop-down menu.

The report will generate assets/data based on the case tags selected. If nothing is selected, then all case tags will be included in the report.

Invoice Profile (Fakturaprofiler)
Invoice Profiles are created in the Control Panel.

Invoice Profile filter allows you to select one or more invoice profiles from the drop-down menu or write in the text box for the invoice profile you wish to select. If nothing is selected, then all Invoice Profiles will be included.

The report will generate assets/data based on the invoice profile(s) selected. If nothing is selected, then all invoice profiles will be included in the report.

Note:

1. You will only have access to this report if you are a User with 'Reporting'-rights.