Track your issued invoices and closed bills with the Bills and invoices report export

Mews Business IntelligenceReports
 

The Bills and invoices report export overviews all issued invoices and closed bills in Mews Operations according to the filters selected in the Bills and invoices report. Property owners, managers, accountants, financial analysts, and teams responsible for data migration and integration can export the report to Excel with the flexibility to manipulate the data as needed, perform various financial analyses, and integrate it with their external financial systems. 

 

Mews splits the report export into the following two sections,

  • Receipt (Bill).
  • Invoice. 

Note: The report lists the bills and invoices in a numerical order from the lowest number to the highest 

 

To export the Bills and invoices report: 

  1. In Mews Operations, go to the main menu Screenshot_2.png > Finance > Bills and invoices. 

  1. Refine the data in the report using the filters. 

  1. Click Export. 

  1. Click on Export to Excel to export to an Excel sheet. 

 

 

In this article you can learn about: 

 

 

 

Mews exports the report in the following ways: 

 

 

The File tab splits the report export into the following two sections: 

 

 

The Receipt section displays the following columns in this order: 

 

  1. Receipt: The bill name and number. 

  1. Owner: The name of the bill owner. Either a customer or a company. 

  1. Associated with: The name of customer or a company associated with the bill. 

  1. Creator: The user who created the bill. 

  1. Status: The bill state. 

  1. Counter: The bill counter name. 

  1. Closer: The user who closed the bill. 

  1. Close date: The date and time of the bill closure. 

  1. Created: The creation date and time of the bill. 

  1. Taxation date: The taxation date of the bill. 

  1. Purchase order number: The unique number of the purchase order from the buyer. 

  1. Owner: The name of the bill owner. Either a customer or a company. 

  1. Owner tax ID: The tax identifier of the bill owner. 

  1. Street: The street name of the bill owner’s address. 

  1. City: The city name of the bill owner’s address. 

  1. Postal code: The postal code of the bill owner’s address. 

  1. Country: The code of the country of the bill owner’s address. 

  1. Associated profile: The name of the profile associated with the bill. Either a customer or a company. 

  1. Associated tax ID: The tax identifier of the profile associated with the bill. 

  1. Company identifier: The unique identifier of the company. 

  1. Street: The street name of the associated company profile’s address. 

  1. City: The city name of the associated company profile’s address. 

  1. Postal code: The postal code of the associated company profile’s address. 

  1. Country: The code of the country of the associated company profile’s address. 

  1. Notes: The additional notes attached to the bill. 

  1. Profile type: The type of profile, Customer or Company. 

 

 

The Invoice section displays the following columns in this order: 

 

  1. Invoice: The invoice name and number. 

  1. Owner: The name of the invoice owner. Either a customer or a company. 

  1. Associated with: The name of customer or a company associated with the invoice. 

  1. Creator: The user who created the invoice. 

  1. Status: The invoice state. 

  1. Counter: The invoice counter name. 

  1. Closer: The user who closed the invoice. 

  1. Issued: The date and time of the invoice issuance 

  1. Due date: The deadline when the invoice is due to be paid. 

  1. Paid: The date and time the invoice was paid. 

  1. Created: The creation date and time of the invoice. 

  1. Taxation date: The taxation date of the invoice. 

  1. Purchase order number: The unique number of the purchase order from the buyer. 

  1. Owner: The name of the invoice owner. Either a customer or a company. 

  1. Owner tax ID: The tax identifier of the invoice owner. 

  1. Street: The street name of the invoice owner’s address. 

  1. City: The city name of the invoice owner’s address. 

  1. Postal code: The postal code of the invoice owner’s address. 

  1. Country: The code of the country of the invoice owner’s address. 

  1. Associated profile: The name of the profile associated with the invoice. Either a customer or a company. 

  1. Associated tax ID: The tax identifier of the profile associated with the invoice. 

  1. Company identifier: The unique identifier of the company. 

  1. Street: The street name of the associated company profile’s address. 

  1. City: The city name of the associated company profile’s address. 

  1. Postal code: The postal code of the associated company profile’s address. 

  1. Country: The code of the country of the associated company profile’s address. 

  1. Notes: The additional notes attached to the invoice. 

  1. Profile type: The type of profile, Customer or Company. 

 

 

 

You can learn more about the Bills and invoices report here. 

 

 

 

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