Reports
Next to the "Archive" menu button, the "Reports" button is available. Here you have the possibility to generate reports of certain data in 1Archive.
There are a few different report types available.
Contents
1 Accrual
Create a report containing all documents which are still in the flow for a certain period.
Often used when closing a period and wanting to know which documents still need to be processed. |
The creation of this report requires an enddate of the period you wish to see |
2 Billing
Create a report containing all documents available in 1Archive in a certain period.
The creation of this report requires a start- and enddate of the period you wish to see |
3 Detailed customer-Account check
Create a report to check the default account configured per customer.
4 Detailed customer-VATID check
Create a report to check the VAT ID configured per customer.
5 Detailed supplier-Account check
Create a report to check the default account configured per supplier.
6 Detailed supplier-Bankaccount check
Create a report to check the bankaccount configured per supplier.
7 Detailed supplier-VATIDcheck
Create a report to check the VAT ID configured per supplier.
8 Top 10 Customers
Create a report containing the top 10 customers used for the selected company.
9 Top 10 Suppliers
Create a report containing the top 10 suppliers used for the selected company.
Location: Reports
All users can create a report which results real-time information from KIS. Following reports are implemented:
- Billing overview
- This report shows all number of documents for each instance/company on KIS
- Detailed supplier-VATID check
- This report shows detailed information on KIS of all suppliers:
- with no VATID defined
- VATID is not unique or
- VATID is equal to VATID of the company
- This report shows detailed information on KIS of all suppliers:
- Summary supplier-VATID check
- This reports shows a summary of the detailed supplier-VATID check
- Detailed customer-VATID check
- This report shows detailed information on KIS of all customers:
- with no VATID defined
- VATID is not unique or
- VATID is equal to VATID of the company
- This report shows detailed information on KIS of all customers:
- Summary customer-VATID check
- This reports shows a summary of the detailed customer-VATID check
- Detailed supplier-Bankaccount check
- This report shows detailed information on KIS of all suppliers:
- with no bank account defined
- This report shows detailed information on KIS of all suppliers:
- Summary supplier-Bankaccount check
- This reports shows a summary of the detailed supplier-Bankaccount check
10 Creation of a report
Location: Reports
- Select your report by clicking
- Select ‘Actions – Add report result’ from the upper right menu
- Save
- Click to open the report in Excell