Invoices for subcontractor jobs report
Okappy is unique in that you can connect to both your customers and your subcontractors. To be able to see the profitability of your jobs, you can view the invoices you have raised to your customer as well as see the invoices your subcontractor has raised to you.
To generate a report of invoices raised for subcontractor jobs, follow the steps below.
Generate your invoices for subcontractor jobs report
To generate a report of invoices for subcontractor jobs
- Click Reports in the menu bar
- Click Invoices and then Invoices for subcontractor jobs
- Select the date range
- Select which date to choose. This could be either
- When the invoice was added
- The tax date of the invoice
- Select the subcontractor
- Click Generate report
This will generate a report showing the tax date of the invoice, invoice number, reference, status, job id, subcontractor, net amount and the vat amount. You can also view the details of the invoice as well as the related job.
Reports view invoices subcontractor jobs
Export your invoices for subcontractor jobs report
You can export your report to Microsoft Excel or Google Sheets where you can further manipulate the data, create charts and graphs or even generate beautiful dashboards which show your key metrics as they change over time.
Export invoices for subcontractor jobs to Google Sheets
Export invoices for subcontractor jobs to Excel
Share your report
You can share your report by email to colleagues or your customer by clicking the email icon ( 
) at the top of the report.
Further information
For further information about the reports you can generate from within Okappy, check the reports section of our support site. Alternatively, check out the questions and answers in our forum.