How To - Taxes Payable with Invoice Number Report

• Login to Orion
• From the Admin level select Reports
• Under CUSTOM REPORTS select Taxes Payable with Invoice Number

• Filter Acting Owner:  Enter Partner name
• Filter Invoice Date:  Enter the invoice date in both the Min and Max boxes
• Sort the User:  Sort Smallest First to get an alphabetical list
• Select Export
• Select CSV to download to save as Excel file