This report displays the names of each recurring purchase transaction along with the Supplier name, Frequency, Last Invoice date, etc
ACCOXI is most the modern accounting software that provides easy and deliberate results for accounting. It provides the module of Reports and Purchase by items Summary included in it. This report displays the names of each recurring purchase transaction along with the Supplier name, Frequency, Last Invoice date, Next Invoice date, Expiry date, Status and Total amount. When the user opens the ACCOXI account, Reports module will be appear on the bottom left side of the modules. Click on the Reports module, it opens to various financial reports of the Organization. There are various heads of reports like Payables, Receivables, Accounts, purchase, sale etc. Click on the Purchase head and select the option Recurring Purchase. By clicking on the Recurring Purchase option, purchase details will popup on the screen.
Recurring Purchase
This report displays the names of each recurring purchase transaction along with the Supplier name, Frequency, Last Invoice date, Next Invoice date, Expiry date, Status and Total amount.
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Description |
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Customize Report |
User can filter the report by using the option Customize Report. By clicking on the customize report, use can filter the report by supplier, or by date between. If the user using Supplier option, need to select a supplier. By clicking on the select option, list of available suppliers will appear and can select the required one. User can filter the details by using the option Date in the customize menu. By clicking the by date option, need to enter the starting date along with the end date, and then the details of the purchase will appear on the basis of the date entered. By clicking on Run Report, user get the customize report on the basis of data entered.
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If the user wants to take the print out of the report, it can be done by using the menu Print on the top right side of the page. When the user clicks on the print menu, it opens to Report page and it contains the details regarding the print.
User can set the page range, page height, width and can enter the required number of copies here. By clicking on the Print button, user gets the print out of the Recurring purchase report.
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Recurring Name |
This column shows the Recurring name of the purchase. |
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Supplier Name |
This column shows the Supplier name of the particular invoice. |
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Frequency |
This column shows the frequency of Recurring purchase period. |
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Last Invoice Date |
This column shows the date of last Invoice. |
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Next Invoice Date |
This column shows Next Invoice date of recurring purchase. |
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Expire Date |
Expiry date is the date when the recurring purchase is expired. This column shows the Expire date of the purchase. |
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Status |
It shows the current status of the Recurring purchase. |
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Total Amount |
This column shows the sum total amount of the particular purchase. |
When the user clicks on the print menu, it opens to Report page. It shows the Recurring Purchase report and it consist of various menus.
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Fields |
Description |
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Refresh |
If the latest data is not displayed, click on the refresh icon on the top left corner of the page to fetch the new data.
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Pagination Control |
It controls the page navigation. User can select the page by using the page control keys or can enter the page number in the given box. After enter the page number, it will open to the screen.
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Page Setup |
This menu helps the user to set the page size, page orientation and margin size. By clicking on the Page Setup icon, a new tab will appear and user can select the page size, orientation and margin size with the tab.
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Switch to Interactive Layout |
It helps the user to change the page to Interactive Layout. By clicking on the icon, it will change to interactive layout.
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Zoom |
User can use the zoom option to select the required zoom size for print. By clicking on the select option, available zoom size will appear and can select required size.
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By clicking on the Print button, user gets the print out of the report.
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Export |
Export menu enable the user to export the report to PDF format and can save in the system.
When the user click on the Export menu, a new tab will appear for save the file. Then user can select the location to save the file, can set a name and click on save button to save the file as PDF format.
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Exit |
Exit menu is for exit from the Print report page and it redirects to previous page.
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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.
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;