Timesheets & Payments
Payment History & Invoicing
Viewing payment history, downloading invoices, and tracking financial records.
Payment History View
Navigate to Payments → "History":
- Searchable list of all payments made
- Filter by: vendor, date range, amount range, status, contract/SOW
- Sort by: date, amount, vendor, status
- Export to CSV or PDF for accounting
For Each Payment Record
- Payment ID (unique reference)
- Vendor name and contact
- Amount and currency
- Payment date
- Contract/SOW reference
- Invoice number
- Payment method
- Period covered
- Approval chain (who approved)
Invoice Downloads
- Download individual invoices as PDF
- Bulk download for a date range (ZIP file)
- Auto-forward invoices to accounting email (configurable)
Reporting
- Monthly payment summary per vendor
- Year-to-date spend per contract
- 1099 preparation data (for US tax reporting)
- Aging report (outstanding payments by age)