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.
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Permissions for purchase reports
To open the purchase invoice report, you must have at least read permissions for the purchase invoice and supplier reports section in the function-specific rights. This allows you to open the reports, but not to drill down into the invoices. To open the invoices, you must also have at least read permissions for the basic functions of accounts payable. Viewing the purchases summary report also requires at least read permission for the function-specific rights section "payment management".
Reports
You can access the view: Purchases-Reports-Purchase Reports. Here you select the desired report type and provide any data filters. By clicking the Show Report button, you can view the desired report.
Purchase invoice report
Source: purchase invoices
Compiles the accounts payable situation for the desired period by supplier. In the Date field, you can select either the invoice posting date or the invoice date. Payments are also considered for the same period, making the report 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 accounting entries saved on the purchase invoice by tax rates and purchase accounts, as well as a breakdown of payment methods. Note! The accounting entries are 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 report shows purchase invoices with invoice lines related to a product found in Netvisor's product register. For example, invoices received as e-invoices or purchase invoices linked from a purchase order. This 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 report shows invoices/purchase orders by supplier group per supplier. 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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