Checklist of invoice statements for previous month

Use this evaluation to check how the employees' working time was affected in the last month and how it was distributed across the invoices created.

SearchColumns

These columns enable a targeted search and filtering in the checklist of invoice statements from the previous month. They support the user in efficiently identifying and analyzing relevant entries.

Property	Description
Traffic light	The traffic light gives a colored indication of the status of the data. A more detailed description can be found in the Traffic light Note column.
Note	The note in this column gives you further information on the displayed traffic light color. Follow the instructions to be able to change red and yellow traffic lights in particular.
Client Manager	Displays the name of the customer manager responsible for this invoice statement. This information is important for allocation and communication in the event of questions or discrepancies during the monthly invoice verification.
Year	The year for which the invoice statements are audited. This information makes it possible to classify and filter the audit results over time, which is particularly important for tracking and comparison across several periods.
Month	This field shows the month for which the invoice statements are checked. It is important for scheduling and tracking the monthly checks as part of project management.
Customer abbreviation	The customer abbreviation is a unique short name for each customer in project management. It is used to quickly identify the customer when searching and filtering proof of invoices for the previous month's reporting.
Debtor	This field shows the name of the debtor (invoice recipient) for the selected invoice statement. It is used to uniquely identify the business partner and is important for correct allocation and billing in project management.
Debtor number	The debtor number is a unique identifier for the customer or client of the project. It enables invoices and payments to be quickly identified and allocated for project management and accounting purposes.
Outgoing invoice	The outgoing invoice represents the unique document number of the invoice to be checked as part of the monthly invoice verification. It serves as a reference for the allocation and tracking of invoices in the project management process.
Invoice date	The invoice date indicates when the invoice for the project was issued. It is important for the time allocation and tracking of payments as part of project management and budget control.
Status	Shows the current processing status of the invoice verification in the checking process. The status provides information on the phase in which the monthly invoice documents are being checked and enables efficient tracking in project management.
Service date	The service date indicates when the service to be invoiced was provided. It is crucial for the correct time allocation and billing of project expenses as part of the invoice statement. This date serves as the basis for the monthly review and billing of project services.
Quantity	Shows the number or volume of invoice statements checked for the previous month. This quantity helps with the overview and control of the project budget by quantifying the scope of the invoices to be checked.
Unit	This field shows the unit of measurement for the corresponding item in the invoice statement. It helps with the correct interpretation and comparison of quantities or values when checking invoices for project management.
Unit price [€]	The unit price indicates the standard price per unit for a service or product in euros. This information is important for checking and comparing invoices as part of project management and serves as a basis for cost calculations and budget controls.
Net amount [€]	This amount shows the net value of an invoice in euros, excluding VAT or other charges. It serves as the basis for checking and invoicing project costs as part of budget management.
Product/Employee	This field shows the assigned product or the employee responsible for the respective invoice statement. It is used to quickly identify and filter entries in the checklist for monthly invoicing in project management.
Service description	This field contains a detailed description of the services provided for the proof of invoice to be checked. It is used for the precise documentation and traceability of the invoiced activities within the scope of project management.
From	This field specifies the start time of the period for which the invoice statements from the previous month are checked. It helps to narrow down and filter the relevant data for project management and budget control.
Until	This field shows the end date of the period for which the billing statements are checked. It helps to narrow down the relevant time window for checking the invoices in project management.
Order	This field shows the unique order number of the invoice to be checked. It is used to quickly identify and assign the order as part of the monthly invoice verification for project management.
Item description of outgoing invoice	Here you will find the long text for the invoice item on the outgoing invoice to which this proof of invoice is attached.
ORDER TEXT	The order text contains detailed information on the specific order within invoice verification for project management. It serves as a reference for the content and scope of the order and helps with precise allocation and traceability as part of the monthly invoice statements.
Order item number	The number of the order item that can be used as the basis for the proof of invoice is stored here.
Product number	The number of the product for which the proof of invoice was generated is shown here.
Product description	This column contains a short, concise description of the product or service that is relevant for project management in invoice verification. It serves as a quick reference and facilitates the identification and allocation of invoice items in the context of monthly invoice verification.
position text	This item text describes in detail the content of an individual item in the previous month's invoice statement. It serves to precisely identify and explain the audited service or invoiced item in the context of project management.