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ShopAdmin
April 6, 2021
Question

Supplier Report showing invoices matched to payments

  • April 6, 2021
  • 1 reply
  • 0 views

Is there a report that shows the invoices that have been matched against a payment to a supplier?

 

We have a supplier account with over 500 invoices and about 50 payments .....

 

I want to be able  to generate a report showing all the transactions and easily see which invoices were included in each payment

 

I do not want to have to open up each payment and "make a note of what invoices were paid" as that is a waste of time.  They have already been matched in the system to the DATA already exists - so how do I produce this report

 

Any ideas anyone ? :smileyhappy: - or is this yet another major failing of the system :smileysad:

1 reply

Kristine Mae
Kristine Mae
April 6, 2021

Let me share a few information, ShopAdmin.

 

I can think of two reports that you can pull up. You can either pull up the Bills and Applied Payments report or Transaction List by Supplier. These reports will show you the transaction per vendor. Here's how:

  1. Click Reports.
  2. Enter Bills and Applied Payments or Transaction List by Supplier in the Find report by name field.

You can also customise the report to help you focus on the details that matter to you.

 

Get back to us if you have other concerns. We'll be right here to help you. Take care!

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