Monthly Statement for Supplier

The Monthly Statement for Supplier report helps you generate detailed monthly statements for your selected suppliers using data from your purchase orders.

Report Settings & Filtering

You must give the report a name so you can easily retrieve it later. It runs against a selected folder, compiling data from all purchase orders dated between a specified Start Date and End Date. To include all purchase orders without a date limitation, simply leave these fields blank.

You can also use the available search fields to filter purchase orders that meet specific criteria.

Keeping Your Report Up-to-Date

The report’s calculations are updated each time it is saved. The “Last Generated” timestamp indicates when it was last processed. To refresh the data with your latest purchase orders and ensure the calculations are current, simply click the [Re-generate] button.

Sample: Monthly Statement for Supplier