To access any of the below snapshots, simply click the snapshot name to open this in Purchase Plus.
Invoice Lines and Credit Note Lines
This snapshot shows data from invoices and credit notes at a line item level for a given date range. This report can be run at a group level.
(Note - This snapshot can be run with a maximum date range of 1 month).
| Document Type |
| Invoice Number |
| Purchase Order Number |
| Credit Note Number |
| Purchaser Name |
| Supplier Name |
| Supplier Number |
| Preferred Supplier |
| Document Date |
| Document Created At |
| State |
| Total Ordered Quantity |
| Quantity |
| Ordered Price |
| Unit Price |
| Tax Amount |
| Tax Percentage |
| Purchaser Product Code |
| Supplier Product Code |
| Brand |
| Item Description |
| Item Pack |
| Sell Unit |
| Category |
| Subcategory |
| Adjustment Ex Tax |
| Adjustment Tax |
| Line Total |
| Line Tax |
| Line Total Ex Tax |
| Product |
| Department Code |
| Department Name |
| Account Code |
| Code |
| code_2 |
| code_3 |
| code_4 |
| code_5 |
| code_6 |
Invoices and Credit Notes
This snapshot shows data from invoices and credit notes at a summary level for a given date range. This report can be run at a group level.
| Document Type |
| Invoice Number |
| Purchase Order Number |
| Credit Note Number |
| Purchaser Name |
| Supplier Name |
| Supplier Number |
| Default Category |
| Preferred Supplier |
| Inception |
| Document Date |
| Document Created At |
| Processed At |
| Days To Process |
| State |
| Total Value |
| Total Tax Value |
| Total Value Ex Tax |
| Delivery Charge Ex Tax |
| Delivery Charge Tax |
| Discount Total |
| Discount Tax Total |
| Payment Term Number Of Days |
| Payment Term Discount Rate |
| Payment Term Comment |
| Payment Date |
| Adjustment Ex Tax |
| Adjustment Tax |
| Department Code |
| Department Name |
| Account Code |
| Code |
| code_2 |
| code_3 |
| code_4 |
| code_5 |
| code_6 |
Invoice Spend By Account Code
This snapshot displays the invoice spend by account code for a given date range. This snapshot can be run at a group level.
| Account Code |
| Spend |
Invoice Spend By Category
This snapshot displays the invoice spend by category for a given date range. This snapshot can be run at a group level.
| Category |
| Spend |
Invoice Spend By Product
This snapshot displays the invoice spend by products for a given date range. This snapshot can be run at a group level.
| Brand |
| Product Description |
| Spend |
Invoice Spend By Supplier
This snapshot displays the invoice spend by supplier for a given date range and the invoice state. This snapshot can be run at a group level.
(Note - An invoice state must be selected).
| Supplier Name |
| Spend |
| Details |
Invoice Spend by Department (Pivoted)
This snapshot exports a pivot table that displays invoice spend by department broken down by each day. The user needs to filter by a date range by selecting the week/year range. This snapshot can only be run at an organisation level.
| Week |
| Invoice Date |
| Spend |
| Department |
Invoice With Lines
This snapshot is similar to Invoice Lines and Credit Note Lines but also includes the goods received details. This snapshot can be run at a group level.
| Purchaser Name |
| Invoice Number |
| Invoice Date |
| Currency |
| Supplier Name |
| Department |
| Category |
| Subcategory |
| Brand |
| Item |
| Unit Size |
| Unit Measure |
| Unit Pack |
| Unit Price |
| Quantity |
| Receive Date |
| Received Quantity |
Paperless Invoice Summary
This snapshot exports all the suppliers that have an invoice created given a date range. It shows the supplier’s overall percentage of invoices that are paperless. It also shows for that buyer, what percentage of invoices from that supplier are paperless.
(Note - This is an intensive report. Even though it can be run at a group level, it is strongly recommended that this be run at an organisation level as the resque worker will time out).
| Supplier Contact |
| Invoice Method |
| Percentage |
| Buyer Name |
| Preferred Supplier for Buyer Name |