PO Reconciliation Report

This report tells you exactly what’s been sold, ordered, received, billed — or forgotten. It matches what you’ve charged a client for against the current purchase order status so you can confirm nothing is stuck, missing, backordered, or accidentally never invoiced.

If you’ve ever had to dig through tickets, POs, invoices, and contract charges just to see what happened to that laptop they ordered, this report kills that pain. It pulls the reconciliation into a single view — no more internal detective work.

💡 Perfect For

✔️ MSPs that resell hardware or software
✔️ Internal reconciliation before invoicing
✔️ Catching missed billing before it costs you
✔️ Procurement + finance handoffs
✔️ Cleaning up order-to-cash chaos

📊 What This Tells You

• What was sold and to which client

• Whether the item has been ordered, received, invoiced, or fulfilled

• What’s stuck in purchasing limbo

• What was delivered but never billed 😬

• Where you’re losing revenue due to broken process or assumptions

Instead of trusting someone’s memory or scattered ticket notes, this makes the whole lifecycle visible.

📦 What You Get

📄 PDF Build Guide

• Step-by-step walkthrough of the entire build

• Every formula included + appendix for copy/paste

• Field-by-field explanations so you actually learn LiveReports

🔧 Format & Structure Training

• Why each step exists (not just “click here”)

• Understand how LiveReports think so you can modify confidently

🎥 Support & Fine Tuning

• Email support included

• Short video explainers to help with tuning your layout

🚀 Optional Install Help (Add-On)

• Available when bundling multiple reports

• I’ll install and tune it with you in your tenant

🔌 Plug-and-Play Ready

• Built for most Autotask tenants

✨ Bonus

• Builds your procurement → billing visibility foundation

• Great launching point for inventory or hardware lifecycle reporting

🛠️ Technical Requirements

• Autotask LiveReports access

• Using POs + billing for hardware or software resale