Recurring Purchase Report

Recurring Purchase Report

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 Report In Accoxi

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. 

Recurring Purchase

           Fields

                                    Description

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.

       

Print

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.

                         

Recurring Name

This column shows the Recurring name of the purchase.

Supplier Name

This column shows the Supplier name of the particular invoice.

Frequency

This column shows the frequency of Recurring purchase period.

Last Invoice Date

This column shows the date of last Invoice.

Next Invoice Date

This column shows Next Invoice date of recurring purchase.

Expire Date

Expiry date is the date when the recurring purchase is expired. This column shows the Expire date of the purchase.

Status

It shows the current status of the Recurring purchase.

Total Amount

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

Menus Available in Print View

Menus Available In Print View Recurring 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.

        Fields

                                   Description

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.

 

                          

 

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.

 

 

            

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.

                 

 

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.

        

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.

                           

Print

By clicking on the Print button, user gets the print out of the report.

 

                                

 

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.            

                                                                                                       

 

Exit

Exit menu is for exit from the Print report page and it redirects to previous page.

                                   

 

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.