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D365 F&O: Report on Vendor spend analysis by ledger account

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Posted on by ZvikaR

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Hi All,

Is there an out of the box report that analysis how much the company spent with each vendor, broken by ledger account?

So the ability to filter say by one vendor, for a year, and see how much of the invoices recorded went to each ledger expense account?

Zvika

PS what happened to the forum name? how do we separate the Dynamics 365 BC from the Dynamics 365 F&O questions ?!?!?

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André Arnaud de Cal... 305,178 Super User 2026 Season 1 on at

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Hi Zvika,

I haven't seen such report before. I haven't checked all available report recently. I don't think your required report is available. There would be an option to create a report using the Financial Reports (Management Reporter) where the vendor information is available as column.

PS. There is a specific forum for Business Central. You can access it from the main forum page. For F&O, there is e.g. Finance and Supply Chain Management separated. This was already the case on the old platform.

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ZvikaR 190 on at

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I think History by Account report could be a base for this report.

The challenge in trying to build such report in FR that a typical voucher can contains lines not related to expenses (VAT, reversal of receipt etc.) so filtering to show the "correct" lines is tricky

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Kevin Xia Microsoft Employee on at

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Hi Zvika,

According to the problem you described, it seems that the History by vendor transaction report (VendLedgerTrans) can meet some of your requirements, and the corresponding document link is as follows: History by vendor transaction report (VendLedgerTrans) | Microsoft Learn. If the History by vendor transaction report (VendLedgerTrans) does not meet your requirements, you can also look for the report type that meets your requirements in the left menu bar of the document, or you can use Report Designer to create a custom report.

Best regards,

Kevin

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saurabh bharti 15,059 Moderator on at

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Hi,

You can also explore out of the box power BI dashboard on procurement > Inquiries > Spend analysis

How to enable power bi

https://exploredynamics365.home.blog/2022/10/14/out-of-the-box-power-bi-enable-modify-use-in-microsoft-dynamics-365-finance-and-operations/

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