Invoice images are part of the invoice approval feature: you scan invoices from vendors and attach the images to invoice records in Breeze, which are then routed through an approval process.
This article explains how to export the images as a report, for a specific property, date range, or payee. You can also make the report part of the monthly packet sent to owners. In this way, an owner could see images of the invoices that were paid at their property during the month.
Note: This feature only exports images that were added as part of the invoice approval feature. It will not export images that were added as attachments.
To export invoice images
Go to Reporting > Accounts Payable > Invoice Image Export. The filter appears.
Complete the filter.
Click Display. Breeze displays a list of invoices that match the filter criteria.
Select the checkboxes for invoices you want to export. To select all of them, click the checkbox at the top of the column.
Click Export Images.
Breeze downloads a PDF of the images.
To add invoice image export to the monthly report packet
Go to Admin > Set Up Monthly Reports.
Open the report packet you want to modify.
Click the Edit icon (the pencil).
In the list of reports, locate Invoice Image Export.
Select the checkbox for it and click Save.
For more information about setting up the monthly report packet, click here.
Notes:
To easily locate this report on the page, click Ctrl + F and type "Invoice".
You can add filter criteria for the report by clicking the filter icon.