Recurring Purchase Report in Accoxi

This report displays the names of each recurring purchase transaction along with the Supplier name, Frequency, Last Invoice date, etc

RECURRING PURCHASES REPORT

The Recurring Purchase Report provides a comprehensive overview of recurring or repetitive purchases made by a business within a specific period. It includes details such as the recurring purchase names, frequencies, amounts, suppliers, and other relevant information. This report is valuable for tracking regular expenses, analyzing spending patterns, and ensuring the efficient management of recurring procurement activities.

Recurring Purchases

RECURRING PURCHASES REPORT IN ACCOXI

Recurring Purchase

The Recurring Purchase Report displays the names of each recurring purchase transaction, including details such as the supplier name, frequency, last invoice date, next invoice date, expiry date, status, and total amount. This report is accessible in the report module under the purchase section, providing a comprehensive overview of recurring purchase activities for efficient monitoring and analysis.

Report

MENU AVAILABLE IN RECURRING PURCHASES REPORT

Field

Description

Customize

The user has the flexibility to tailor the report data by clicking on this button. The report permits data filtration based on date, and supplier.

Export to Excel

By clicking this button, users can export the report to Excel.

Export to PDF

Clicking this button allows the user to export the report to PDF.

Print

This button enables users to print the report.

Email

To send the report via email, simply click this button. The report in PDF format will be attached to the email, and you can input the recipient's email address, CC address, subject, and any additional details for the email.

Pagination

The pagination control offers the capability to navigate from one page to another.

Exit

Clicking the 'Exit' button allows the user to exit from the report.

DATA AVAILABLE IN RECURRING PURCHASES REPORT

Field

Description

#

The symbol '#' represents the number of lines in the given context.

Recurring Name

This column displays the recurring name of the purchase.

Supplier Name

This column shows the supplier name of the particular recurring purchase.

Frequency

This column shows the frequency of the recurring purchase period.

Last Invoice Date

This column shows the date of the last invoice.

Next Invoice Date

This column displays the next invoice date.

Expire Date

This column shows the expiry date of the recurring purchase in the Recurring Purchase Report. The expiry date is the date when the recurring purchase is scheduled to expire.

Status

This column shows the current status of the recurring purchase.

Total Amount

This column shows the sum total amount of the particular recurring purchase.

Frequently Asked Questions?

01What is the content of Recurring Purchases report in Accoxi?

The Recurring Purchases report shows all the recurring purchase transactions created in the business. This report shows recurring name, supplier name, frequency, expire date etc.

02How to take print of the Recurring Purchases report with complete list of items?

  • Click on the Reports module.
  • Select the report Recurring Purchases from Purchase head.
  • At the right hand side of the report, there is a Print button.
  • Click on the Print button and it opens the print view form.
  • You can set the page range, page height, width and can enter the required number of copies here.
  • Click on the Print button to get the printout of the Recurring Purchases report with complete list of items.

03How can I export the recurring purchases data in to Excel format?

  • Click on the Reports module.
  • Select the report Recurring Purchases from Purchase head.
  • At the right hand side of the report, there is a Print button.
  • Click on the Print button and it opens the print view form.
  • Click on the Export button at the bottom right side of the page.
  • New window will appear for to save the file. You can select the location to save the file.
  • Click on save button to save the data in Excel format.

04How can I check the frequency of a Recurring Purchase?

  • Click on the Reports module.
  • Select the option Recurring Purchases from Purchase head.
  • Recurring Purchases opens frequency of recurring purchases included in the table data.

05Is there any option to filter the Recurring Purchases report by selecting a single Supplier?

Yes. You can filter the Recurring Purchases report by using the option Customize Report and can filter the data with a single supplier. It can be done by following steps;

  • Click on the Reports module.
  • Select the option Recurring Purchases from Purchase head.
  • Click on the Customize Report menu.
  • By clicking on the customize report, you can filter the report by date between and supplier. If you want to filter the data by single supplier select the supplier from the drop down list.
  • Click on Run Report to get the customized data.

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