How to Download or Print Payable Searches and Reports

 

After running a search in the browse screen of Accounts Payable you can choose to download or print the results. These results can be sorted and filtered.

Selecting the download button, download, will immediately download a CSV file that can be opened in Excel.

Selecting the print button, print, will open your default print dialog window. All records that have been selected will be printed.

selected records.png

Use Search Modes for Different Report Types

Due Payables (All Payables in Core)

This selection allows choosing payables due based upon a cut-off or ending date and/or the supplier name

How To:

  1. Select the Due Payables search mode.
  2. Optionally filter by Store and/or supplier.
  3. Search requires Ending Due Date.
  4. Select Apply to run the search.
  5. Use the Download or Print button to obtain the report.
Flagged Payables

This selection allows choosing payables that have been flagged.

How To:

  1. Select Flagged Payables search mode.
  2. Select Payable type: All,  EFT, or Non-EFT.
  3. Select Apply to run the search
  4. Use the Download or Print button to obtain the report.
Supplier Open and Hold

This selection allows choosing payables that have the status of Open and Hold.

How To:

  1. Select Supplier Open and Hold search mode.
  2. Select a supplier. This is required for this search.
  3. Select Apply to run the search
  4. Use the Download or Print button to obtain the report.
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