Helpdesk

Filter

Description

Group

Group of locations to run a report on

Select “All” from the group dropdown to run the report across all groups

Location

Select a Group, then choose a specific location or choose "All" from the Location drop-down

Invoice Date

Choose a pre-filled date range or set a custom date range

Uploaded Date

Choose a pre-filled date range or set a custom date range

Vendor ID

Invoices from a specific vendor

Exported Date

Choose a pre-filled date range or set a custom date range

Approved

Approved invoices

Exported

Exported invoices

Flagged

Flagged invoices

Paid

Paid invoices

Has Image

Invoices with images

Field

Description

Location

Location specified on your invoice

Vendor ID

Accounting vendor ID

Vendor Name

Accounting vendor name

Invoice #

Invoice number specified on your invoice

Invoice Date

Invoice date specified on your invoice

Uploaded Date

Date invoice was uploaded to Ottimate

Exported Date

Date invoice was exported to Ottimate

Amount

Invoice Amount