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How To Generate Accounts Payable Reports

To view reports for accounts payable, follow the steps below: 

 

1. Click on Insights at the top of the Dashboard to display the menu, and then on System Reports. 

 

2. Scroll down to the Accounts Receivables section. 

REPORTS AND SCORECARDS All Order Reports Vendor Reports Scorecards AMC Reports Staff Reports Reviewer Reports Accounts Receivable Accounts Payable Additional Reports Search Report Total Reports: 1 1 A Accounts Receivable Appraisal Payment History This report shows a log of payments received for each order AR Detail - With Totals AR Detail This is the main account receivable report which shows the balance of dues owed to the company by clients AR Summary Client Receivables Statement The Client receivable statement shows details of orders with outstanding amount that can be printed for an individual client or for all clients in one go. Orders - Client Payment Status This report can be used to view details of paid and / or unpaid orders. AR Detail (Old) CC-Refund Report This report shows a log of refunds made against payments received via credit card Client Statement Delivery Log Client Over Payment Report This report shows any orders that have been paid more than the amount due on order. Credit Card Batch Report

You can then view reports for receivables for individual clients or a complete summary of accounts receivables. You can also view reports for payments that have been due for more than 30, 60, 90 and 120 days. 

 

3. Click on the name of your desired report to view it. 

Accounts Receivable Appraisal Payment History This report shows a log of payments received for Total Reports: 1 1 each order AR Detail - With Totals AR Detail This is the main account receivable report which shows the balance of dues owed to the company by clients AR Summary Client Receivables Statement The Client receivable statement shows details o orders with outstanding amount that can be printed for an individual client or for all clients in one go. Orders - Client Payment Status This report can be used to view details of paid and / or unpaid orders. AR Detail (Old) CC-Refund Report This report shows a log of refunds made against payments received via credit card Client Statement Delivery Log Client Over Payment Report This report shows any orders that have been paid more than the amount due on order. Credit Card Batch Report

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