Vendor Invoice by Date

Overview

In this article, you will learn about Sellercloud’s Vendor Invoice by Date report. This report provides an overview of vendor invoices, with details like invoice number and date and financial information.

You can see the following:

  • Invoice Details: Invoice Number, Invoice Date, PO Number, Sellercloud Invoice Number, and Exported to Quickbooks.
  • Financial Information: Total, Amount Paid, Balance, and Reconciled.
  • Other Information: Vendor and Company.
You can run this report automatically on a regular basis with Scheduled Tasks.
For more information about Sellercloud’s Financial Reporting Suite, see the Reports FAQ.

Access and Customize the Report

To use the report, follow these steps:

  1. Navigate to Reports > Transaction > Vendor Invoice by Date.
  2. Set up the Default and Custom filters to have the report show precisely what you need.
  3. Click Search. Each filter you apply gets highlighted in a different color. If a filter is gray or not displayed at all, it’s not active.
  4. To manage the columns in the report, click the three dots icon on the top right and select Customize Columns. You can:
    1. Reorder columns by dragging them up or down in the list;
    2. Hide columns by clicking the Trash icons;
    3. Add columns by clicking Add column.
  5. To sort the data differently, use the Sort by menu.
  6. To save your filtering and sorting options, click Save view, type a Name and click Save.
  7. To export the full report to a spreadsheet, click Actions on the bottom right and select Export to Excel. Spreadsheets include all columns, including those hidden in the report.

Filter and Column Definitions

Click the drop-downs below for filter and column descriptions.

Default Filters
FILTERDESCRIPTION
CompanyInclude only transactions from one or more companies.
Date RangeSelect a preset time range from Yesterday to Last Year.
DateEnter the Start and End dates. For a single date, choose the same Start and End date.
Custom Filters
FILTERDESCRIPTION
Company GroupsInclude only invoices from one or more company groups.
Invoice NumberInclude only specific invoices by number.
Only show invoices that are exported to QuickbooksEnable to only see invoices exported to Quickbooks.
Payment StatusInclude only invoices from orders with specific payment statuses. Choose from Fully Paid, Partially Paid, Unpaid or All.
ReconciledInclude only reconciled or unreconciled invoices.
VendorInclude only invoices from one or more vendors.
Report Data
COLUMNDESCRIPTION
VendorShows the vendor.
CompanyShows the company.
Invoice NumberShows the number of the invoice.
Invoice DateShows the date of the invoice.
TotalShows the total amount.
Amount PaidShows the amount paid.
BalanceShows the amount of balance.
ReconciledShows if the payment is reconciled or unreconciled.
PO NumberShows the purchase order number.
Export to QuickbooksShows if the invoice has been exported to Quickbooks.
Sellercloud Invoice NumberShows the Sellercloud invoice number.

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