General Report

Use this report to display a list of outstanding invoices that match criteria you select.

1. On the toolbar, point to Process and click General.

   The Invoice Process - General Report search filters appear.

2. Complete the search filters. Select multiple values by pressing the CTRL key and clicking each selection.
3. If necessary, select one or more of the following invoice secondary status check boxes:
   • Adj – adjusted invoices.
   • Exc – invoices with exceptions.
   • Res – resolved invoices.
   • Out – outsourced invoices.
4. To include invoices voided after a servicer release resolution, select the Include Invoices Voided after Servicer Release Resolution.

   If you select more than one option, the report contains only those invoices that have all selected statuses.

5. To exclude invoices with a current status of Routed, select the Exclude Routed Invoices check box.
6. To exclude invoices with a current status of Placed in Audit, select the Exclude Invoices Placed in Audit check box.
7. In the Date Range fields, type or select the date range.
8. In the Date Range Type drop-down list, select the type of date.
9. In the Sort By fields, select a sort option from each of the drop-down lists. The report sorts fields in order of the drop-down lists.
10. In the Sort By fields, select Ascending next to each selection to display data with the lowest values first.
11. Click Search.

    The General Report appears.

12. To display additional invoice information, click an invoice number link.