Questions about Usage and Configuration
Thu, 17 Feb 2022 16:45:05 GMT
Senior 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?
Thu, 17 Feb 2022 18:23:06 GMT
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).