Introduction

Welcome to the comprehensive guide for managing summary reports on accounts receivable invoices in MySCView. This document will serve as a guide to help you customize and configure summary reports based on their status on the AR Invoices tab.


A. Problem Statement

Users have often run into the issue of running a summary report on the AR Invoices page and getting all the invoices in the entire module instead of getting invoices based on the status that was selected. When printing a summary report, this is printing a report with all invoices regardless of status that is selected.


B. Solution 

The AR Invoices summary report has been updated to allow for times when a status is selected that the summary report only prints based on that status. 


Step 1: Go to Tools > AR Invoices

Step 2: Underneath the Add button, there are options for setting the status for invoice(s). The status options include Outstanding, Partially Paid, Void and Paid. Selecting a status will change what invoices appear on the AR Invoices grid. 

Step 3:  Clicking Print will cause another dropdown to appear. From the dropdown, select Summary. The Summary report will generate a report based on the status that is selected. For example: If a status of Partially Paid is selected and the summary report is printed, a report will be generated with all partially paid invoices. 


Step 4: A Summary Report will download, allowing you to view the summary report of the invoices based on the status type you selected. 


C. Best Practices

  • Ensure that the proper status is selected: When printing a summary report, make sure that the proper status is selected so that the summary report contains information on invoices with the status for which you would like have specific invoices. If the summary report is generating incorrect data, contact Support for guidance.
  • Printing invoices: Make sure that the correct option is selected when printing invoice reports. In order to view reports based on their status, make sure that you are selecting Summary and not Aging or Statement.


D. Troubleshooting

  • Incorrect Statuses: If the incorrect status is showing up as selected or in the reports, clear the cache or refresh the browser. If problems continue, reach out to Support for assistance. 
  • Technical Difficulties: For any technical issues such as delays or unresponsive pages, try refreshing the browser or clearing the cache. If problems continue, contact Support for assistance. 


E. Related Articles

ARI - Invoice Guide


Conclusion

AR Invoices allow the user the capability to view invoices based on their status. By following the outlined best practices and utilizing the troubleshooting tips provided, users can view invoices based on their status and print those specific invoices in a summary report. This allows for the ability to track specific invoices by status type.