The Accounts Payable Purchase Journal will display your A/P invoices entered for a specified time period. Sort the report by G/L Detail or Summary, Vendor, or Date. Filter the report by Branch, Entered By user, or Vendor Category.
Report on Non Vendor Checks that were issued by selecting "Only" from the NonVendor drop down at the bottom of the screen.
Click on any field in the screen image shown for more information.
Run the Accounts Payable Purchase Journal
1.Select Accounting > Accounts Payable > Purchase Journal.
2.Choose the branch that you want to print the report for. This will include only invoices assigned to that branch. Leave the Branch field blank to include all branches.
3.Choose your method for sorting the report from the Purchase Journal By drop down menu.
4.Enter the Starting Period date and the Ending Period date in the appropriate fields. Choose if these dates are based on the date that the invoice was entered into Inform, or the date on the invoice from the Based On drop down menu.
5.If you would like to only include invoices entered by a specific person, enter their system initials in the Entered By field.
6.The Non Vendor field allows you to include, exclude, or only display NonVendor Checks posted during the specified period.
7.When you have entered the appropriate criteria, click the Run button to run the report.
•Print - select the appropriate printer and number of copies. If you do not see the printer listed, check off the Show All Printers box to view all Inform printers. Check the Collate box to collate the report when printing more than one copy. Click the Print button to print the report.
•View - click the View button to view the report to the screen.
•Save as PDF - click the View button to view the report to the screen. In the upper left corner of the view window, select File > Save As... from the menu. Browse to a location to save the document. Enter a name for the document. Click the Save button to save the document as a PDF.
•Fax/Email - click the Send button. Choose Fax or Email from the drop down menu in the upper left corner of the window. If you want to send this to a Customer or Vendor contact, choose Customer or Vendor from the Method drop down menu and enter the company name in the Company field. Select the appropriate contact from the Name drop down menu, or click the New button to add a new contact to the account. If you are not sending to a customer or vendor, choose the Free Form option and enter the appropriate fax number or email address. Enter a Subject and Body message if necessary, then click the Send button in the bottom right corner. See the Fax/Email Reports page for more information.
