Brokerage Engine Support

Invoice Insight Report


Overview:

In this article, we'll cover how to locate and utilize the Invoice Insight Report.  The report provides quick details on all agent unpaid invoices within system.  Please find the available resources below.


Permission Level:  Admin + Billing & Compliance


Report Details:

  • This report quick metrics on the following:
    • Total number of unpaid invoices
    • Total amount of unpaid invoices
    • Total amount unpaid per agent ranked in order of largest balance to lowest balance
  • Ability to filter to a particular agent
  • Ability to click on agent total to see itemized breakdown of invoices making up total amount
    • Can link into specific invoices from list


Important notes:

  • Report is specific to agent billing only where invoices are created on frontend portal
  • Invoices manually created from Accounting will not reflect on this report
  • Agent Credits or Allowances are NOT accounted for on this report.


Navigation:


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