Why Use This Function:

Enabling live report data on list screens allows you to work with real-time information directly from the Reporting App while remaining in familiar list views. This function provides instant access to updated invoice data, supports faster decision-making, and removes the need to generate separate reports. Activating live data ensures accurate insights and a smoother workflow whenever you need immediate financial or status-related information.

• This user manual will start on the Invoice Management screen.

• For more information on how to navigate to the Invoice Management screen, please refer to the user manual: Debtors Segment. 

• Click on the Advanced Reports button in the bottom right corner.

• The Settings screen of the Reporting App will open.

• Click on the Invoice Management toggle for the purpose of this user manual to enable the live Invoice reports. 

• The Reporting App will open with live report data.

• For more information on the Reporting App, please refer to the user manual: Reporting App: Navigation and Use.