To access any of the below snapshots, simply click the snapshot name to open this in Purchase Plus.
Journal Entries
This snapshot exports the journal entry data attached to invoices and credit notes. This snapshot can be filtered by multiple criteria, although only the date is required.
Document Number
Document Type
Description
Debit
Credit
Tax Rate
Quantity
Unit Price
Purchase Order Number
Purchaser Name
Supplier Name
Supplier Number
Preferred Supplier
Document Date
Document Creation Date
State
Purchaser Product Code
Supplier Product Code
Brand
Item Description
Item Pack
Sell Unit
Category
Subcategory
Product
Department Name
Department Code
Account Code
Accrual Lines
This snapshot exports purchase order and invoice data at a product level for any orders that have not been invoiced. The snapshot can be filtered by the purchase order delivery date or sent date. This report can also be run at a group level.
Purchaser Name
Supplier Name
Supplier Number
Sent Date
Expected Delivery Date
Purchase Order Number
Purchase Order Created At
Purchase Order Status
Total Ordered Quantity
Received Quantity
Invoiced Quantity
Remaining Quantity
Unit Price
Unit Tax
Tax Percentage
Brand
Item Description
Item Size
Item Measure
Item Pack Name
Sell Unit
Category
Subcategory
Line Total
Line Tax
Line Total Ex Tax
Department Code
Account Code
Accrual
This snapshot exports purchase order and invoice data at a summary level, so users can use this to accrue for month end or check the status on whether an invoice has been paid. This snapshot can be filtered by date range for purchase orders and invoices.
Purchaser Name
Supplier Name
Purchase Order Number
Invoice Number
Reference
Purchase Order Status
Invoice Status
Received To Inventory
Invoice Date
Sent Date
Processed At
Received Date
Department Code
Department Name
Account Code
RID
Dept Codes
Account Codes
code_4
code_5
code_6
Order Total
Order Tax
Order Total Ex Tax
Invoice Total
Invoice Tax
Invoice Total Ex Tax
Purchase Order Spend by Department
This snapshot exports a pivot table that displays purchase order spend by department broken down by each day. The user needs to filter by a date range by selecting the week/year range.
Week
Sent Date
Spend
Departments