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Daily Receipts by Invoice Date

Distributor steps for running the Daily Receipts by Invoice Date report in Encompass to see customer payments by invoice date, filtered by payment type, route type, location or load sheet status. Requires v22.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.01

Steps

Run the Daily Receipts by Invoice Date Report
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1. Using Universal Search, navigate to the Daily Receipts by Invoice Date report.
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2. Apply filters, as needed to refine the data displayed. Filter options include:
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  • Account Type - Filter down to receipts from customers belonging to a specific account type.
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  • Status - View receipts on only Verified Load Sheets or view receipts on Load Sheets in any status.
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  • Start/End Date -Set the date range for the invoice dates.
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  • Route Type - Look at receipts on a specific route type.
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  • Group By - Choose how you'd like to see your receipts grouped.
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  • Order By - Choose how to order the dates of the receipts.
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  • Payment Type - Choose if you want to see payments under specific payment types.
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  • Location - Select a location.
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3. Click the Create Report button.

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