Posted Thu, 17 Feb 2022 16:45:05 GMT by Andrew Koontz Solutions Engineer
I have a client that has a lengthy invoice processing process with a few different workflows working off of each other. What they would like to be able to do is at the end of every month when they are reconciling, to view a report of all invoices processed within that month and a summary of who approved what and when. The date range is not an issue, but creating something visually for them to review that includes a summary like that is stumping me. Has anybody done anything similar to this?
Posted Thu, 17 Feb 2022 18:23:06 GMT by Jon Weston File IT Solutions Sr Application Developer and RIM specialist
I've done something similar using SQL Server Reporting Services (SSRS) but of course that's only possible with an on-prem system because with an on-prem system we can access the underlying SQL databases.  I don't think this is possible with a cloud system (but would love to be told I'm wrong about that).

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