Location:  Bookkeeping module > Dashboard > Client specific > Reports > Supplier Segment


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Supplier Segment

  • Purchase Report

  • Supplier list

  • Supplier ageing list

  • Transaction by supplier

  • Payment to supplier

  • Creditors

  • Supplier statement

  • Purchases invoice list


Purchases Report: In purchases report you can select the period as All, Current month, last month, Current year, last year, depending on period selected it will fetch date automatically and Click on search

  • You can also export the report as PDF and excel.

  • It will show a graph for purchases and credit note.

  • It will show Total gross purchases, Total Credit Notes and Total Net purchases i.e. Total gross purchases minus Total credit notes.


Supplier List: You can search the supplier by its name, you can also export the report as PDF and excel. This list contains supplier Name, phone, Email, address.


Supplier ageing List: You can click on the search icon after selecting the supplier name from drop down, and choosing the period and date would be automatically fetched depending on the period. You can also export the report as PDF and excel. This list contains supplier Name, and details of the transaction depending on No. of days for ex. 1-30 days, 31-60 days, 61-90 days, 91-180 days, 181-270 days and older than 270 days.


Transactions: You can filter/ search the transaction by supplier name, a period such as All, Current month, last month, Current year, last year, Type of transaction such as All, purchases, credit note, receipt, refund, Quick entry, depending on a period chosen date would be fetched. You can also export the report as PDF and excel. By clicking on account Name and Ref No. You can view details.


Payment to supplier: You can filter/ search the transaction by supplier name from the drop down, search field, a period such as All, Current month, last month, Current year, last year, depending on a period was chosen date would be fetched. You can also export the report as PDF and excel. By clicking on Ref No. you can view details. This page contains Ref No., Invoice date, reference, Amount.


Creditors List: This page will contain the list of creditors with the amount. You can search the creditors by a period such as Today, End of last month, End of last year, Custom, on the basis of period chosen ‘Reports on’ date would be automatically fetched, you have also search field to search. You can also export the report as PDF and excel.


Supplier Statement Report: You can filter/ search the transaction by supplier name from the drop down, search field, the period such as All, Current month, last month, Current year, last year, depending on a period was chosen date would be fetched. You can also export the report as PDF and excel. This page contains Ref No., Type of transaction, Invoice date, reference, Due date, Amount payable, paid and balance. By clicking on Ref No. you can view details.


Purchase Invoice list: You can filter/ search the purchases invoice by Customer name from drop down, search field, period such as All, Current month, last month, Current year, last year, depending on period chosen date would be fetched and payment status such as Any status, awaiting payment, Draft, paid. You can also export the report as PDF and excel. By clicking on Ref No. and supplier Name you can view details. This page contains Ref No., Type of transaction, Reference, Supplier Name, Invoice date, Due date, Amount, Due.