Reporting

Invoice Journal report

The Invoice Journal report provides a list of the invoices and their components (invoice number, date, amount, surcharges, taxes, and so on) that have been entered into the application for a specified date range. This report also shows unapproved and unposted invoices.
To view and print the Invoice Journal report:
  • Choose File > Print Reports. In the
    Print Reports
     screen, select Invoice Journal in the available reports pane and then select the
    Select
     button. Or,
  • In the
    Billing
     screen (Actions > Billing), go to the Review tab. On the Review tab, select the
    Journal
     button. You can also select the arrow on the Journal button to select any custom report that is based on the Invoice Journal report and set options for the selected report.
note
When you open the Invoice Journal report by selecting the
Journal
 button on the Review tab, the report contains only the information shown on the Review tab. When you access the report from the
Print Reports
 screen, standard print options (such as date range and groupings) are available.
Important security note
When you enable security privileges for a report on the Security Groups setup screen, DT Practice may also enable privileges to view the data available on the report. Conversely, removing privileges for viewing data may also remove privileges for related reports. Consult the
Privileges changed
 pane on the Security Groups setup screen to see all privilege changes that are triggered by enabling access to a report.
For this report, if no privileges are already enabled for the following security option(s), full privileges will be enabled.
  • Data > Invoices > Review
If your firm has multiple offices, you may want to rescind privileges to information for other offices.

This article applies to:

  • Product: DT Practice