Substantiated Billing - Consolidated report by cost code

Ability to Run the Substantiate Billing Consolidated Report by Task or Cost Code

Does anyone that is billing GMP’s use the Substantiate Billing Consolidated Report to pull invoices out of Acumatica? You can use this report to pull all of the invoices that are in Acumatica by time period. I would like to see this report modified so that you can pull all of the invoice by not only a certain time period but also by Cost Code or even by Task.

The Substantiate Billing Consolidated Report is great if you are using Acumatica to house all of your invoices and route them to your Project Managers for Approval. The Report allows you to make a PDF with all of the invoices that are in Acumatica and it even gives a summary of all invoices that are in the PDF.

@Sharonrock  - could you please tell me where you find this report/GI?  I am not seeing in my 2024.1 instance...

NVM.  I found it under Construction.   Strangely it didn’t come up in the search yesterday...

Did you make any progress on this question?  I’m working with this report as well and have questions… specifically I’d like to run it by accounting period rather than by invoice dates.

I’ll ask this separately but I thought I’d check here since you were trying to adjust other parameters.