Improved List View - Invoices
A new and improved list view has been added for Invoices - List All Clients.
Navigate to Invoices - List All Clients. Click the button “Expand List” in the lower right hand corner to view the new list view.
The improved list view allows you to “Show All” and “Quick Search” similar to the contact and product list views.
There are eight ways to sort the new list.
The available sorts are Bill To, Client, Invoice #, Total, Payment Amt, Balance, Date, and Description.
All of the same data from the original list view is displayed in the new list view.
Version 6.9.5.0
New Reports
Two reports have been added to SRS SmartOffice. The two reports are Invoice Cost and Delivery Cost Report.
The Invoice Cost report is located by following this path: Invoices > Reports > Invoice Cost.
This report is based on the cost of items on an invoice or the percentage of the total estimate project costs(progress invoices)
The Invoice Cost report includes the following: Date, Invoice Number, Description, Total, Payment, Balance, and Cost.
The Delivery Cost Report is located by following this path: Inventory > Inventory Reports > Delivery Cost Report.
This report is based on items that have been scanned as delivered or returned.
The Delivery Cost Report is specified by a date range.
The following are included in this report: Ticket Date, Transaction Type, Quantity, Make, Sku, and Ext. Delivery Cost.




