Supplier Transaction Report

1. Select Gx Purchases on the toolbar.

2. Select Reports from the menu.

3. Double-click Supplier Transaction Report from the list of reports.

4. You can run the report for a range of accounts, or individually selected suppliers to appear on the report, or include selection criteria to search for a specific group of accounts. To include a range, click the Account Range radio button and then enter the first to last accounts to be included in the From Account and To Account fields. You can use the

icon to look up account codes. To manually select specific suppliers, click the Individual Accounts radio button then highlight a supplier in the list and click Add to include them on the report. Hold the Control key down to select multiple accounts. The selected accounts show in the right hand side of the screen. To apply selection criteria click the Search radio button. The search window will open. Click here for instructions on using the account search facility.

5. Choose how you want to order the report using the Sort Transactions By options on the bottom left corner of the screen.

6. Enter the Date Range you want to include in the report.

7. Select the Transaction options you want to include on the report. All Transactions includes everything on a suppliers account, Unallocated Transactions shows any outstanding transactions e.g. invoice that have not been paid, credit notes that have not been matched to invoices etc, and Allocated Transactions shows ones that have been married against another transaction e.g. a payment that has been fully allocated against invoices.

8. Choose the Types of transactions you wish to include on the report by clicking the required check-boxes.

10. Choose where you want to Send Output To. (more info)

Click here to view an example page from the Supplier Transaction Report.