This button allows you to view/save an invoice summary report by entering a single work order, single invoice #, or by selecting from a list of search criteria to identify the report you want to view/save.
When using the advanced search criteria you will be required to select a company and one of the date ranges.
Work Order Search
To report on a single work request number, simply enter the number here. If you enter a number none of the other advanced search fields can be used
NOTE: You can use a wildcard search at end of number, such as EBEB1024% which will bring back all work requests that start with "EBEB1024"
You can fill in as many fields as you like to limit the results of your search for reporting purposes. Keep in mind that after the search results are returned you can still use the filter buttons in the grid to limit the records viewed
Searching by week ending date will only work for new invoices created after 6/22/24. Legacy invoices will not show up in this search as they don't have an actual week ending date.
Click the filter next to any on the report and you will be able to filter the rows on your report based on your filter selection. This works the same as a filter in Excel,
This button allows you to submit any invoices displayed in the grid (report). Search for the invoices you want to review, click Submit Invoices button and the invoices will be populated in the Submit Invoices dialogue for you to submit to PGE if desired. See Submit Invoice for more details on this dialogue.
