Approval Performance Report

This report displays the performance of unapproved invoices and can be run according to reviewer or job.

  • This report lists all invoices and their corresponding date of entry, total amounts, and routing history. An invoice can show up in multiple reviewers' lists.

  • This report is not intended as a means for reviewers to see the total unapproved invoice amounts; the Unapproved Invoice Edit Listing is recommended for checking totals.

  • When printing the Approval Performance Report by Job, the report includes the entire invoice amount when the invoice has been split between two or more jobs. The report is at the invoice level, not the detail distribution level. For each Accounts Payable invoice, only one job number can be stored in the "header" table. The job stored is based on the first detail distribution line on the invoice. In order to obtain amounts completely by job number, each invoice should be distributed to a single job.

    Note: If you have restricted access to certain jobs attempts to run this report (when the Utilize job-based security checkbox is selected on the Job Cost Installation – Securities tab), any jobs that you do not have access to will be excluded from the report.