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Introduction

The Invoice Comparison report gives you the ability to assess detailed differences in invoice amounts between any 2 periods. Select two different periods and (optionally) filter them down further by specific invoice numbers to view the differences in charges.

Supported Licenses

Relevant Clouds

Charts

This report shows one chart.

  • Amounts by Product Category
    Shows the amounts for the selected periods split by high level product categories. The bar on the left corresponds to period 1 and the bar on the right corresponds to period 2.

    Tooltip: The tooltip shows the amount per product category for each period.

Cards

This report shows three cards.

  • Amount (Period 1)
    Shows the total invoice amount for the selected period 1, filtered further by the selected invoice numbers.
  • Amount (Period 2)
    Shows the total invoice amount for the selected period 2, filtered further by the selected invoice numbers.
  • Total Difference
    Shows the difference in amounts between period 1 and 2. It also gives the % change in amount of period 2 over period 1.

Tables

This report shows one table that gives the invoice amounts split by product categories. For each product category, you can see the amounts for period 1 and 2, along with the difference between the amounts for the two periods, and the % difference of period 2 over period 1. You can expand categories further by clicking on the [+] icon to see granular differences in amounts.

Filters

There are some standard filters provided in this report.

  • Period 1
    Allows you to select a year and (optionally) month for period 1.
  • Period 2
    Allows you to select a year and (optionally) month for period 2.
  • Invoices (Period 1)
    Allows you to select one or many invoice numbers based on the invoices for period 1.
  • Invoices (Period 2)
    Allows you to select one or many invoice numbers based on the invoices for period 2.

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