Purchases by Vendor
  • 07 Jul 2024
  • 1 Minute to read
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Purchases by Vendor

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Article summary

The Purchased by Vendor Report shows the purchases made by date and for specified Location(s). This report allows a User to drill into the report by having all invoices linked to each purchase.


Navigation

To navigate to the Purchases by Vendor Report, click 'My Reports' under 'Reports' in the left pane and then select 'Purch. & Inv.' in the top header of the reporting window. Once opened, a listing of reports will be shown. 

Find 'Purchases by Vendor' and select 'Customize' next to the report. This will open up a listing of all Report Parameters that can be used to define your report.


Report Parameters

  1. Start Date - The beginning date for the report

  2. End Date - The end date for the report 

  3. Location - A listing of all Locations

  4. Show Unapproved - This option will either show or hide Unapproved invoices

  5. Use Tax - A specified tax that is required in certain states where purchases were made outside of the state. This option will only show invoices that either have or don't have the Use Tax

  6. Run Button - Runs the report. Users can also send, export, or print the report directly from this button by clicking the down arrow portion and selecting the desired action. Click here to learn more about this functionality 

Click here to learn more about Report Views and their added functionality.


Report Columns

  1. Vendor - The name of the Vendors. When the plus sign is expanded, the hyperlinked invoices from the selected date range and the date of the invoice will appear

  2. Total - The total amount for each line. The total next to the Vendor name will display the total amount of Purchases made in association with that Vendor in the selected date range. When expanded, each invoice line will display the amount of each invoice


Email, Export, or Print the Report

This report can be emailed, exported, or printed in custom formatting directly from the reporting window. Click here to learn how to send, export, or print this report.


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