Once invoice data has been confirmed by admin users - it will now be possible for client-level users to view the invoice data on their login.
Any client-users wishing to see invoice data will need to be added to the Accounts role group.
Navigate to Accounting > Overview then click view on the invoice you want to view:
The system will now display a full breakdown for that period.
A summary total line appears at the top, and then further down individual tables of each charging area are displayed where you can click the CSV button to quickly export the data to excel, show / hide columns and copy the lines to paste onto any other document.
You can also view an extended version of the despatch data which includes product codes on each order by navigating to Reports > Overview > Client Accounting Reports :
Then select the invoice you want to view data for and click filter: