Ad hoc invoices report2019-08-29T12:32:36+01:00

Ad hoc invoices report

Ad hoc (search for invoices) report

With Okappy, your work information is available at the touch of a button.  You can easily filter your invoices and search for particular invoices.  You can also generate a report for all invoices containing a particular key word using the "Search for invoices" report.

To generate a report based off an invoice search, follow the steps below.

Generate your ad hoc (search for invoices) report

To generate a report of all jobs which contain a particular keyword

  • Click Reports in the menu bar
  • Click Invoices and then Search for an invoice
  • Add your invoice ID, reference, address, postcode or description
  • Click Generate report

Reports generate search invoices

This will generate a report showing the Tax date, Invoice number, Customer, Net amount, VAT amount and whether the invoice has been paid.

Reports view search invoices

Export your ad hoc (search for invoices) report

You can export your report to Microsoft Excel or Google Sheets where you can further manipulate the data, create charts and graphs or even generate beautiful dashboards which show your key metrics as they change over time.

Export search invoices report to Excel

Export search invoices report to Excel

Export search invoices report to Google Sheets

Export search invoices report to Google Sheets

Share your report

You can share your report by email to colleagues or your customer by clicking the email icon ( Email report ) at the top of the report.

Email Report

Further information

For further information about the reports you can generate from within Okappy, check the reports section of our support site.  Alternatively, check out the questions and answers in our forum.