Workflow

Purchase Management — Reports, dashboard and analysis

Run purchase-order, import-goods, invoice, payable/receivable and type-based count/cost reports.

13 connected guidesLive filterPermission-aware instructions
13 guides
Guide

Run the imported-goods report

Run the imported-goods reportReview imported item quantities/costs.Admin Area → Purchase → Reports → Import Goods

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Run the purchase-order voucher report

Run the purchase-order voucher reportReview voucher-style purchase-order records.Admin Area → Purchase → Reports → PO Voucher

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Run the purchase-order report table

Run the purchase-order report tableReview purchase orders for the chosen period/filter.Admin Area → Purchase → Reports → Purchase Order Report

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Run the purchase-invoice report

Run the purchase-invoice reportReview vendor invoices and payment status.Admin Area → Purchase → Reports → Purchase Invoice Report

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Run purchase-order count analysis

Run purchase-order count analysisChart the number of purchase orders.Admin Area → Purchase → Reports → Number of Purchase Orders

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Run purchase-order cost analysis

Run purchase-order cost analysisChart purchase-order value.Admin Area → Purchase → Reports → Cost of Purchase Orders

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Run payable and receivable analysis

Run payable and receivable analysisReview purchase payable/receivable output.Admin Area → Purchase → Reports → Payable/Receivable

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Run purchase-order statistics by type

Run purchase-order statistics by typeCompare count and cost grouped by PO type.Admin Area → Purchase → Reports → Statistics by Type

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Filter Purchase reports by period

Filter Purchase reports by periodChoose month, year, custom date range or report-time option where exposed.Admin Area → Purchase → Reports

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Filter Purchase reports by currency

Filter Purchase reports by currencyChoose report currency and reconcile converted values.Admin Area → Purchase → Reports

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Filter Purchase invoice reports by payment status

Filter Purchase invoice reports by payment statusSelect Unpaid, Partially paid or Paid.Admin Area → Purchase → Reports → Purchase Invoice Report

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Verify Purchase report totals

Verify Purchase report totalsTrace a reported amount/count back to source transactions.Admin Area → Purchase → Reports and source records

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Troubleshoot an empty Purchase report

Troubleshoot an empty Purchase reportCheck permission, date range, status, currency and source records.Admin Area → Purchase → Reports

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