Sage Intacct Purchase Transaction Report

By | September 29, 2021

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.

Purchase Transaction Report

  • 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.

Time Period

  • 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.

Filters

  • You can select Location/Department to get the data from particular location and department.
  • Enter a title, subtitle, and footer text for your report.

Location/Department Filter

  • 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.

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.

Greytrix has a wide product range for Sage Intacct- a Cloud ERP. This includes migrations from QuickBooks | Sage 50 | Sage 100 | Sage 300 to Sage Intacct. Our unique GUMU™ integrations include Sage Intacct for Sage CRM | Salesforce | FTP/SFTP | Rev.io | Checkbook | Dynamics 365 CRM | Magento | Rent Manager | Treez | Avalara Avatax | Blackline SFTP. We also offer best-in-class Sage Intacct Development Services, Consulting services, integrated apps like POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage Intacct to Sage business partners, resellers, and Sage PSG worldwide. Greytrix constantly develops apps, products, and add-ons to enhance user experience. Sage Intacct add-ons include AR Lockbox File Processing.

Greytrix GUMU™ integration for Sage CRM – Sage Intacct, Sales Commission App for Sage Intacct, and Checkbook.io ACH/Digital Check Payments for Sage powered by GUMU™ are listed on Sage Intacct Marketplace.

The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.

For more information on Sage Business Cloud Services, please contact us at sagecloud@greytrix.com. We will like to hear from you.