System Reports helps administrators find configuration differences that can affect client billing.
Four configuration reports
- Client Price List Audit: client-specific invoice rate overrides.
- Client Rate Override Summary: client-level counts of rate differences and tax overrides.
- Invoice Item Defaults: default rates and the spread of client overrides by item.
- Client Tax Settings: account defaults and custom price-list tax settings.
Use an audit result
- Choose the report and applicable filters.
- Compare defaults with account-specific settings.
- Identify missing or unexpected overrides.
- Open the appropriate account Price List or Settings area to make an authorized correction.
- Review the report again after the source setting is saved.
Scope and access
These reports describe configuration rather than proving an invoice was issued or paid. A tax-setting report shows what is configured; it does not determine which treatment should apply to a transaction. System Reports requires Full Access and Manage Settings. Export also requires Export Data.