Suppliers - Supplier Accounts Report

Overview

Surf Accounts provides all the relevant information in a methodical and structured manner to make it easy to understand. It has been designed in such a fashion so that it can be used by the large corporation, and small and medium enterprises and accountants. You can customise your reports for the individual business. With simple select options, you can preview them on the fly before emailing or saving a copy. The reports will be generated and can be viewed interactive reports on a real-time basis.

Supplier Report

Supplier report will generate reports regarding Invoice and Credit Note, Invoice Details, Supplier Payments, Aged Supplier balances, Statements, Supplier Accounts, Quote/Order Report, Product / Price Reports.

Generating the Supplier Accounts Report

The key objective of generating the Supplier accounts report is to have a complete look at the Supplier’s account status at a glance. You can track each and every Supplier you enter into Surf Accounts.

To generate the Supplier account report select Reports» Supplier» Supplier Accounts Report will appear.

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Select the Supplier Accounts Reports under Reports Tab you will be brought forward to the following browsers.

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Browser View of the Supplier Account Card Report. 

 

Sort the Supplier Accounts Report

Surf Accounts has introduced an excellent feature to sort the Supplier accounts report. Following is the detail illustration of the Supplier Accounts Report. 

To Date: Select the Date of the report you want to generate by using the calendar. For e.g. if you want to generate the report for 01.03.2014 select the date in the date column and it will be reflected as “Date Range” on the right-hand side of the report.

Suppliers: Select the name of the Supplier by using the magnifying glass. The Supplier name along with the code will appear in a pop-up. Select the name of the Supplier pop up shown in the figure. For multiple Suppliers select the range of the Supplier.

Run: After the selection of the date and Suppliers select “Run” to generate the report. 

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Select the name of the Supplier as mentioned in the above figure. 

By selecting the “Date” and “Supplier Range” you will be brought forward to the following browser. The date range appears on the report at the right-hand side and the selected Supplier account card report appears in the browser

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Date Range appears at the top right-hand side of the report. Selected Suppliers report appears separately in the browser as marked.

Customisation of the Supplier Accounts Card Report

To customise the Supplier account card report select the “Advance” button of the browser and it will open up a new pop up as “Advanced Settings”. To customize the report you can include or excludes columns in the report. This includes Due Date, Ref No, Notes, Date, Description, Doc No, Invoice, payment, allocated, outstanding, balance.

Under Features, if you select the check box show all transactions all the transaction will appear in the report.

By selecting the “Suppress Zero” the transaction having zero balance will not appear in the report.

You can sort the report by the Supplier name or code or by a total. 

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Browser View of the “Advance Settings” to customize the report, by choosing the column to select the “Update” button.

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Toolbar functionality of the Supplier Accounts Report

To Print, Save, Email the “Supplier Account Report” select the option from the Toolbar of the Supplier Payment browse.

The “Supplier Account Report” can be saved as a PDF file to the local machine. You can also download the report as *xls file by selecting the MS-Excel option.

By using the Toolbar of the “Supplier Account Report” browse you can print, download in MS Excel format, Save to your local machine as PDF and email the report.

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Print the Supplier Account Card Report: To print the Supplier Account Card Report, select the Print icon from the toolbar of the reporting browse. A preview will be generated along with a “Print” icon the following screen will appear.

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Select the "Printer" icon to print the report.

Excel: To download the Account Card  Report in MS excel format select the “Excel” option and the report will be downloaded to the local machine in Excel (Spreadsheet) format. 

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Save the Report as PDF to your local machine. 

Save: To save the report click on the save icon from the report will be saved to your local computer as PDF.

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Email: To send the Supplier Account Report through email select the “Email” option from the toolbar. A pop up will be generated.

To: Enter the email address of the recipient.

CC/BCC: Enter the email address if you wish to send a copy of the report.

Subject: Enter the subject line of the mail dial up box.

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