This guide describes how to use Netvisor's purchase reports, what permissions are needed to view the reports, and how to select report types and filters.
CONTENTS
Permissions for purchase reports
Permissions define which purchase reports you can see and which invoices you can drill down to.
- Make sure you have at least read permissions for the function-specific rights section purchase invoice and supplier reports to open the purchase invoice report. In this case, you can see the reports, but you cannot drill down to the invoices.
- Make sure you also have at least read permissions for the function-specific rights section basic functions of accounts payable to open invoices from the purchase invoice report.
- Make sure you have at least read permission for the function-specific rights section payment management to see the purchases summary report.
The purchase invoice report follows the accounts payable rights.
- If you have been granted access only to invoices targeted to you, only these invoices are shown on the report.
- If you have access only to invoices targeted to you for both inspection and approval, you will see on the report the invoices you have approved, provided the invoices have already been approved.
- If the approver was someone else, these invoices are not shown on the report, even if you have inspected them.
Inspected invoices that you do not see on the purchase report are recommended to be viewed via the invoice list.
Reports
Open the view by selecting Purchases > Reports > Purchase reports.
- Select the desired report type.
- Enter the necessary data filters.
- Click the Show report button to view the selected report.
Purchase invoice report
Source: purchase invoices
The purchase invoice report compiles the accounts payable situation for the desired period by vendor.
- Date field: you can select either the invoice posting date or the invoice date.
- Payments are considered for the same period.
- The report is comparable with the balance of the accounts payable account in accounting.
Purchases summary report
Source: purchase invoices
The purchases summary report compiles purchase invoices and payments for the desired period.
- The report shows the posting saved on the purchase invoice by tax rates and purchase accounts.
- For payments, the report shows a breakdown by payment method.
- The posting is retrieved from the purchase invoice, not from the purchase invoice voucher.
Product group report
You can select either purchase orders or purchase invoices as the source.
The product group report shows purchase invoices whose invoice lines are linked to a product found in Netvisor's product register.
- The report shows, for example, invoices received as e-invoices.
- The report also shows purchase invoices linked from a purchase order.
- The report is designed for inventory tracking, for example, to see which products have been ordered for stock.
Supplier group report
You can select either purchase orders or purchase invoices as the source.
The supplier group report shows invoices and purchase orders by supplier group per supplier.
- The report shows invoices and purchase orders grouped by supplier group.
- From the supplier information, you can drill down to the actual invoices.
Frequently asked questions
What permissions do I need to see the purchase invoice report?
You need at least read permissions for the function-specific rights section purchase invoice and supplier reports to open the purchase invoice report. If you want to open invoices from the report, you also need at least read permissions for the basic functions of accounts payable.
Why do I not see all the invoices I have inspected on the purchase report?
If you have been granted access only to invoices targeted to you and the approver was someone else, these invoices are not shown on the report, even if you have inspected them. These invoices are recommended to be viewed via the invoice list.
How do I open Netvisor's purchase reports?
Open the purchase reports by selecting Purchases > Reports > Purchase reports, select the report type, enter the filters, and click Show report.
How does the purchase invoice report relate to the accounts payable account in accounting?
The purchase invoice report compiles the accounts payable situation for the desired period by vendor and considers payments for the same period, so the report is comparable with the balance of the accounts payable account in accounting.
What is the difference between the purchase invoice report and the purchases summary report?
The purchase invoice report shows the accounts payable situation by vendor, whereas the purchases summary report compiles purchase invoices and payments for the desired period and shows postings by tax rates and purchase accounts, as well as a breakdown by payment method.
For what purpose is the product group report designed?
The product group report is designed for inventory tracking, for example, to see which products have been ordered for stock.
What can be seen on the supplier group report?
The supplier group report shows invoices and purchase orders by supplier group per supplier, and from the supplier information you can drill down to the actual invoices.
Keywords: purchase report, purchase invoice report, purchases summary report, product group report, supplier group report
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