---
title: "Create a report to see the list of POs where the Bill has not been created: recommended workflow"
slug: "create-report-list-pos-bill-not-created-recommended-workflow"
updated: 2026-10-15T00:49:24Z
published: 2026-10-15T00:49:24Z
canonical: "help.servicetitan.com/create-report-list-pos-bill-not-created-recommended-workflow"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a report to see the list of POs where the Bill has not been created: recommended workflow

If you use inventory in ServiceTitan, you have the ability to turn off a setting that automatically creates a bill when a PO is received. As bills are what is exported to QuickBooks as part of the purchasing process, it may be necessary to find those outstanding POs where a bill has not been created for accurate accounting and inventory.

This article provides a reporting solution to find received purchase orders where a bill has not been created.

## Workflows

### Build a Report to isolate received POs without a created Bill

The workflow to find the POs will involve building a custom report and filtering the correct column to isolate the information needed.

1. Go to the navigation bar and click **Reports**.
2. Click **Create Reports** button in the top right corner of the screen.
3. Choose the **Purchasing & Inventory** report type and then select the **Inventory** report template.
4. Include the following columns as well as any additional columns desired and click **Next**:
  1. Transaction Type
  2. Transaction Number
  3. Date Received
  4. Date Billed
5. Name the report, choose the category, and click **Next**.
6. Once in the report, click the antenna in the "Transaction Type" column and filter the column to CONTAIN the word **Receipt**.
7. Next click the antenna in the "Date Billed" column and filter the column to **Is Null**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-report-to-see-the-list-of-pos-where-the-bill-has-not-been-created-recommended-workflow-image-7yiqmy8f.png?sv=2026-02-06&spr=https&st=2026-10-31T04%3A48%3A28Z&se=2026-10-31T05%3A48%3A28Z&sr=c&sp=r&sig=bm%2BLpx8ohDg0kZXOISQXxnXQ8ZLs3WwopmY1XCXDb40%3D) ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-report-to-see-the-list-of-pos-where-the-bill-has-not-been-created-recommended-workflow-image-6dyedmxv.png?sv=2026-02-06&spr=https&st=2026-10-31T04%3A48%3A28Z&se=2026-10-31T05%3A48%3A28Z&sr=c&sp=r&sig=bm%2BLpx8ohDg0kZXOISQXxnXQ8ZLs3WwopmY1XCXDb40%3D)
8. In the filters at the top of the report, choose the date range for the Received Dates for which you are looking for the POs in the "From - To". Leave the other filters to "All". ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-report-to-see-the-list-of-pos-where-the-bill-has-not-been-created-recommended-workflow-image-f7ogkslo.png?sv=2026-02-06&spr=https&st=2026-10-31T04%3A48%3A28Z&se=2026-10-31T05%3A48%3A28Z&sr=c&sp=r&sig=bm%2BLpx8ohDg0kZXOISQXxnXQ8ZLs3WwopmY1XCXDb40%3D)
9. Click **Run Report**.

### Related Content

- [Create custom reports](/construction/docs/create-custom-reports)
- [Edit custom reports](/construction/docs/edit-custom-reports)