Line Items Dashboard

Go to Financials > Accounting > Line Items to list all products invoiced during a set date range.

• Offers the most granular level of detail.

• Breaks down data into individual transactions or entries.

• Often used for auditing, reviewing specific invoices, or identifying discrepancies at the transaction level.

Filters

• Providers: list every active provider in the whole organization

• Location: filters by the location selected

• Date range to span a date range for the invoices

• Select to Include Refunded Order Items