Overview
As of Date reporting allows users to compare current Invoices with the state of the same invoices "as of" a specific date in the past.
By allowing users to select a historical date and see the state of that record compared to now, As of Date reporting helps Users understand why data may be different.
For example, underlying ERP data can change due to normal finance processes such as backdating invoices. While these scenarios may not happen often, when they do, an Invoice or Customer record in Tesorio may differ from the ERP or another external source.
In the as-of view, historic data is highlighted for easy comparison to current data.
Key items:
As ofReporting is currently only supported for Invoice recordsIt is available for one or more invoices in the workspace view
As ofdata points are captured in Downloads and can be exported from TesorioWhen displayed in the UI, a timestamp ensures a user knows exactly when the reporting starts. It is always the same, regardless of which day is chosen.
This is only supported for historical dates.
Currently, the Invoice fields supported for
As ofReporting are:Invoice balance
Status
Customer Promise to Pay Date (P2P)
Company prediction
Tesorio prediction