Electronic Reporting (ER) Jobs form could be improved in its UI by adding fields to better track document status, such as invoice or order IDs, destination types, and ER configurations. These updates would make it easier for users to retrieve and manage Business Documents files and streamline reporting processes. To better display business document status, the following fields should be added:

1. Account Number: Invoice account number.
2. Document ID: ID for the document (e.g., invoice, packing slip, or confirmation ID).
3. Order ID: Order ID or project contract ID.
4. Form: Form source (e.g., Project Invoice or Customer Invoice).
5. Destinations: ER destination type (Screen, Archive, Email) to indicate the document distribution method.
6. ER Config: Name of the ER configuration used.

These new fields will be be filterable and searchable, enabling users to find specific documents more efficiently. Additionally, they can be marked for quick and straightforward deletion.

Additionally, a new “Archive” functionality can be added to each required form (e.g. Invoice journal and Project invoices), redirecting users to Electronic Reporting Archived Jobs if the document has already been archived via ER destinations (i.e., Archived = Yes). This enhancement allows users to quickly access already archived documents without needing to open extra forms to locate the business document.