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Vendor invoice list with dates

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Hi,

We need a invoice list with invoice transactions and it needs to include invoices date and posting date. So we can check if the invoice is posted in the same period as the invoice date..  

  • Suggested answer
    saurabh bharti Profile Picture
    saurabh bharti 15,029 Super User 2025 Season 1 on at
    RE: Vendor invoice list with dates

    Hi,

    You have multiple inquiries:

    1. AP/AR> Inquiries and reports > Invoices > Invoice journal (Add document date for invoice date )

    2. AP/AR > Open invoices

    3. Vendor customer transactions with filters like transaction type/invoice column not blank etc...with following method:

    exploredynamics365.home.blog/.../

  • JamesT Profile Picture
    JamesT 341 on at
    RE: Vendor invoice list with dates

    1) Is this for Accounts Payable or Accounts Receivable?

    2) Assuming that you only want OPEN invoices? (as the listing would be massive if you wanted all invoices)

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    Magno Pereira Profile Picture
    Magno Pereira 2,429 Super User 2025 Season 1 on at
    RE: Vendor invoice list with dates

    In the vendor invoice inquiry, you can easily find the relevant dates for each transaction. The posting date and document date are both readily available for your reference.

    pastedimage1686693772032v3.png


    Another alternative method is to go to a vendor and access their transactions. Once you're on the vendor's transactions page, you can refresh the browser, which will reset the vendor account filter. This action will grant you access to all vendors transactions data, allowing you to view both the post date and invoice date.



    Invoice journal








  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,257 Super User 2025 Season 1 on at
    RE: Vendor invoice list with dates

    No such report exists out of box.  Your best bet would be a Power Bi query or you could export VendTrans table records using the Table Browser extension in Chrome or Edge to Excel and filter the data you're looking for.

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