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

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The Supplier Report gives you a clear overview of your business with selected suppliers. It shows the number of purchase orders and the total amount for the selected suppliers.

Report Settings & Filtering

You can 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.

When running the report, you can select the suppliers you wish to include:

• All Suppliers
• Suppliers not in your Supplier List
• A specific Supplier selected from your Supplier List

Search fields are also available 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: Supplier Report

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To successfully import your suppliers, you’ll need to use our specific Excel template to ensure your data is formatted correctly. You can easily download a sample import file by clicking the link provided in the import dialog box.

Once you have the file, simply follow these rules:

• Column Headers: The first row must contain the exact column headers as shown in the sample file.
• Fixed Order: The columns must remain in the same order as they appear in the template.
• Input Data: Begin entering your supplier information from the second row downwards.
• Leave Blanks: If a field doesn’t apply to a supplier, you can simply leave the corresponding cell blank.

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When you create a new supplier, you can easily input their name and contact information. For better organization, you can also assign them to a specific group, which makes it simple to search for them later or create documents for a batch of suppliers.

You can also set a preferred payment term for each supplier. This preference will be automatically applied whenever you prepare a document for them, helping you save time and streamline your workflow.

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On the main screen of EasyBilling, you can access the Supplier List by clicking on the [Supplier List] icon located on the left-hand side.

The Supplier List serves as a repository for storing all supplier information. When preparing a Purchase Order, you have the option to load supplier information directly from the Supplier List.

The Tool Bar in the Supplier List provides several useful functions, including:

• New – Add a new supplier to the list.
• Edit – Modify the details of the selected supplier.
• Delete – Remove the selected supplier from the list.
• Import – Import suppliers from an XLS file.
• Export – Export the entire supplier list into PDF, XLS, or HTML format.
• Print Address – Print the address of the selected supplier on a label.
• Print All Address – Print the addresses of all suppliers on labels.
• Category List – Manage supplier categories for better organization and classification.

Within the Supplier List, suppliers are displayed in a table format, providing a clear overview of their information. You may sort the table by clicking on the header of each column, allowing for easy organization of customer data. Additionally, a search box is available in the upper right corner, which allow you to quickly locate specific suppliers by entering relevant search terms.

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