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Hello there,
It's pretty straightforward from the subject - how do i download a monthly report for invoices uploaded via Purchase Journal?
I saw from another thread they suggested going into Posted Purchase Invoices, copy them out onto excel and work on them.
But these are not visible in the Posted PIs though i do see them in the Vendor Ledger Entries, but is there a button i can easily click and filter the search to my needs?
Thanks in advance!
Hi,
If purchasing is done using Journal directly then there will be no Purchase Document created. If you want to see the Purchase Invoice lines that have been posted using Journal then:
1. Open General Journal Templates. Find the Purchase Template and see what is Source Code attached. Note it.
2. Open Vendor Ledger Entries and put the Source code filter with the value that you noted above. Now put the date filter of month in posting date and put another filter of Document Type Invoice. You'll get entries.
3. Now send these to excel
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