Welcome > Administration > The Billing view

The Billing view

Use this view to filter, display and download billing reports.

To access this view: Expand a Reporting node in the administration tree-view and select Billing.

Use these settings to filter, display and download billing reports:

Subsidiaries Determines whether you want to display information for all subsidiaries or one subsidiary in particular.
Partners Determines whether you want to display information for all partners or one partner in particular. You cannot select a partner until you select a subsidiary.
  Specifies the month that the report covers.
Generate Creates a report based on the criteria you specify.
Overview report/Detailed report You must click Generate before you can make a selection.
  • Overview report - Contains overview information that is displayed in the Billing view and other fields, such as the customer organization number and customer VAT number.
  • Detailed report - Contains information about each document, such as the invoice number, supplier name, track ID etc. are included. This can be useful, for example, if customer have questions about which specific invoices they are being billed for.
  Prompts you to download the report as a CSV file.
Customer The customer that processed the documents.
Buyer The buyer that the documents belong to.
Line items The number of documents that have been processed using a document type that interprets line items.
Verified The number of documents that have been manually verified.
Deleted The number of documents that have been deleted (not exported or posted).
Successfully processed The number of documents that have been successfully processed (export succeeded or post succeeded).
Added to storage The number of documents that were added to storage during the specified date.
Storage total The total number of documents in storage at the end of the specified date.

Detailed reports contain this information:

CustomerName The name of the customer.
CustomerExternalId The value of the ID setting that is specified in the External reference settings.
CustomerOrganizationNumber The organization number of the customer.
CustomerVatNumber The VAT number of the customer.
CustomerBillingReportReference The value of the Reference setting that is specified in the Model settings.
BuyerName The name of the buyer (if any).
CreatedDate The date that the document entered the system.
FinalProcessingDate The date that document processes completed.
LastDataVerifier The name of the most recent person who verified the document.
TrackId The track ID of the document.
SupplierName The supplier name of the document.
InvoiceNumber The invoice number of the document.
DocumentsWithLineItems The number of line-item documents that were processed.
Verified The number of documents that have been manually verified.
Deleted The number of documents that have been deleted (not exported or posted).
Successfully processed The number of documents that have been successfully processed (export succeeded or post succeeded).
Added to storage The number of documents that were added to storage during this period.