PURCHASE DETAILS

The Purchase Details Report offers a comprehensive overview of the details related to purchases made by a business, providing information on specific transactions, suppliers, invoice no, total amount, paid amount, and balance amounts. This report is crucial for monitoring and analyzing procurement activities, managing inventory, and gaining insights into the organization's spending patterns related to purchases.

PURCHASE DETAILS IN ACCOXI

The Purchase Report in ACCOXI provides comprehensive details of all purchase transactions that occurred within a specified period. This report includes information such as supplier names, transaction reference numbers, invoice dates, invoice amounts, paid amounts, and balances. Accessible from the report modules and by selecting purchase details reports under purchase section in ACCOXI, this report serves as a valuable tool for monitoring and analyzing the organization's purchase activities and financial obligations to suppliers.

MENU AVAILABLE IN PURCHASE DETAILS REPORT

Field	Description
Customize	The user has the flexibility to tailor the report data by clicking on this button. The report permits data filtration based on date, supplier and ref no.
Export to Excel	By clicking this button, users can export the report to Excel.
Export to PDF	Clicking this button allows the user to export the report to PDF.
Print	This button enables users to print the report.
Email	To send the report via email, simply click this button. The report in PDF format will be attached to the email, and you can input the recipient's email address, CC address, subject, and any additional details for the email.
Pagination	The pagination control offers the capability to navigate from one page to another.
Exit	Clicking the 'Exit' button allows the user to exit from the report.

DATA AVAILABLE IN PURCHASE DETAILS REPORT

Field	Description
#	The symbol '#' represents the number of lines in the given context.
Ref No	The column includes the reference number of the transaction.
Invoice Date	The column mentions the date of the transaction.
Invoice No	This column includes the purchase invoice number.
Supplier Name	This column displays the supplier name for the specific transaction.
Phone	The phone number of the supplier is displayed in this column.
Email	The email of the supplier is shown in this column.
Net Amount	This column references the total amount of the transaction.
Paid	The column includes the amount paid to the supplier by the user.
Balance	The remaining balance amount to be paid is shown in this column.

Frequently Asked Questions?

01What is the content of Purchase Details report in ACCOXI?

The Purchase Details Report gives details of all the Purchase transaction occurred during the period. This report lists the supplier name, ref number of the transaction, invoice date, due date of the payment, invoice amount, paid amount and balance.

02How to take print out of Purchase details with complete Supplier list?

Click on the Reports module.
Select the Report Purchase Details from Payables head.
At the right hand side of the report, there is a Print menu.
Click on the Print menu and it opens the print view form.
You can set the page range, page height, width and can enter the required number of copies here.
Click on the Print menu to get the printout of the Purchase details report.

03What is the purpose of customize menu option in the Purchase Details Report?

By clicking on the customize report, you can filter the report by selecting a particular supplier, entering a reference number or by selecting due date between.

Click on the Reports Module.
Select the Report Purchase Details from Payables head.
Click on the Customize Report menu.
By clicking on the customize report, you can filter the report by supplier, or by due date between. Select any one of the option to filter the report.
Click on Run Report to get the customize data.

04How can I export the purchase details data in to Excel format?

Click on the Reports Module.
Select the Report Purchase Details from Payables head.
At the right hand side of the report, there is a Print menu.
Click on the Print menu and it opens the print view form.
Click on the Export menu at the bottom right side of the page.
New tab will appear for save the file. You can select the location to save the file.
Click on save button to save the data in Excel format.

05Is there any report to know Purchase invoices over due date?

Click on the Reports module.
Select the Report Purchase Details from payables head.
Purchase details report opens and due date of each invoices are included in the table data.
You can select the particular purchase invoice by using the option ‘Customize Report’. Click on the menu and enter the reference number of the invoice on the tab.
It shows the details of the purchase invoice along with the due date.