Purchasing Transaction report in Sage Intacct helps to view which transaction occurred during a selected date range or time period. The report includes Transaction, Date, Vendor, Pay to, Return to and Amount. This report provides us clear and highly detailed level information about purchase orders and their items.
To access this report, go to Purchasing > All tab > Reports > Purchasing transaction.
- Set Time period, select reporting period using drop down to get the data you want. If you don’t specify a reporting period, the system generates a report for the current month to date.
- Set the filters to get the specific data you want. Filters enable you to include or exclude specific types of data in the report, such as items, vendor, etc.
- You can select Location/Department to get the data from particular location and department.
- Enter a title, subtitle, and footer text for your report.
- You can View, process, memorize, export, or customize the report or add it to the dashboard by using button given in right corner of the screen.
This report shows the characteristics of each transaction and provides payment information against vendors.
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