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This article applies to:

  • Product: ONESOURCE E-Invoicing
  • Subject: Reports

Transaction Count report

Users can generate reports detailing the volume of API transactions, a key component for precise invoicing. The system meticulously calculates transaction counts based on set thresholds, ensuring greater precision in billing processes and financial oversight within OEI.
It accounts for both Accounts Payable (AP) and Accounts Receivable (AR) transactions, considering their status as successful, errored, or otherwise.
How to Access:
  1. Go to the
    Report
     section and select the
    API Billing Account Management
     report type.
  2. Configure the desired date range and submit the report to view transaction count details.

Key Features

Accessing the Report:
  • Users can easily navigate to the
    Report
     section within the application's navigation menu.
  • Access the Report Page to initiate the transaction count report generation.
Report Configuration:
  • Choose the Transaction Count report type to specify transaction count details.
  • Select the desired date range option: per month, last 6 months, or define a custom date filter.
Generating the Report:
  • Select the
    Search
     button to initiate the report generation process.
Viewing Report Details:
  • The generated report provides a breakdown of transactions for the selected period: Shown in the following sample data.
      • Total Transactions: 2000
      • Sender Transactions (AR): 1000
      • Receiver Transactions (AP): 800
      • AP Sender Transactions (Italy): 200
note
Tenant-Level Report:
 This report is available at the tenant level, ensuring comprehensive visibility across the organization.