How to download a monthly report for invoices uploaded via Purchase Journal

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Posted on by Basitah

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!

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Basitah 25 on at

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RE: How to download a monthly report for invoices uploaded via Purchase Journal

Thank you, Bilal. This did help!
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Bilal Haider 232 on at

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RE: How to download a monthly report for invoices uploaded via Purchase Journal

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