You make the change to get your system to run both reports. You will log into your account and go to your settings by selecting the three horizontal bars in the upper right-hand corner.
Then scroll to the bottom of the page to “Report Layout” your account will be set up to run both default closeouts and invoices. Under both Closeout and invoice you will select “Default + Detailed Invoice/Closeout”. You have the option to select either one or the other if you only want either a detailed invoice or detailed closeout.
Then go to the “Reports” page.
When you click on the first drop-down you will see the simple closeout as “Closeout A” detailed closeout as “Closeout B” same stands true for the invoices as well.
If I select “Invoice B” you can see it brings up a much more detailed invoice.
Then adjust the date range at the top and select “Run Invoice”
These invoices may be beneficial for you to run for your contractors or you may just like to see a greater breakdown of your costs. Either way, you should now know how to get your account to show you both detailed closeouts and invoices. If you have any questions about running invoices or closeouts call our support line at 515-337-2187 and talk to a Performance Beef Specialist.