Skip to main content

Search

Welcome to our Support

Supplier Transaction History

Shannon Brady
  • Updated

Supplier Activity Report

If you need to see the history on a supplier's account , you can run the report below.

This report generates the summary and details of transactions with suppliers based on the criteria you set. To generate the report, complete the following steps.

Note: A new feature has been introduced that shows the Net Total, VAT Total, and Gross Total after running the report.

  1. On the Reports page, under the PURCHASES heading, click Supplier Activity.
  2. The Supplier Activity page appears. Enter one or more of the following criteria.
  3. To run the statement, click [Run]. The report is generated based on the criteria specified.
FIELD STEP
CALENDAR Click and select a pre-configured date range.
DATE FROM Select the date from which you want to view the report. You can set the date up to 5 years beyond the current set accounting period.
DATE TO Select the date till which you want to view the report. You can set the date up to 5 years beyond the current set accounting period.
SUPPLIER FROM Select the supplier from which you want to view the report.
SUPPLIER TO Select the supplier till which you want to view the report.
CURRENCY Select the currency mentioned in the account statement.

 

  
  • To add or remove columns in the report, click [Advanced Settings] and then from Advanced Settings window, add or remove the required columns and click 
    [Update].
  • To print the report, click [Print].
  • To save the report in the excel format, click [Excel].
  • To save the report to the local disk in the PDF format, click [Save].
  • To email the report, click the [Email].