This report helps you track how many invoices are waiting for export in each folder, based on the month when they were issued.
Accessing the report:
Report Breakdown:
The report includes:
Folder Breakdown: The name of each folder, its URL link and its associated client ID
Pending export: The number of unexported documents, based on the month when they were issued.
The report contains the following columns:
Folder name
URL for folder
Client ID
Current month: Count of documents issued in the current month, which haven't been exported yet.
Previous month: Count of documents issued in the previous month, which haven't been exported yet.
Month before previous month: Count of documents issued in the month before the previous, which haven't been exported yet.
Older: Count of documents issued earlier than 3 months ago, which haven't been exported yet.
Which documents are counted?
Includes statuses: Ready, Export error, Approval: awaiting approval, approved, rejected
Does not include: Not Ready, Data duplicate, Archived, Deleted, Exported, Xero, Quickbooks, FreeAgent