How do i view supplier credits? Without having to apply it to a bill.

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  • Updated 5 years ago
  • Answered
How do i view credits we have entered from suppliers? I want to view the amount in list form or something along those lines without having to apply it to a bill to find out the amount. Thanks in advance
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Cheneale

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Posted 5 years ago

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Ifti, Product Owner

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Hi Cheneale,

Thank you for your post.

To view that, do the below:
  1. Go to Reports> Suppliers and Payables > Transaction List by Supplier
  2. Modify Report > Filter > Transaction type > from middle, choose Bill Credit >OK
You might want to save it as a Memorised Report for future reference.

Thanks

Ifti
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ARC BookKeeping, Accredited Partner

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Ifti...
could this filter be added to the supplier centre? where we have the option to show All transactions/Purchase orders/bills/bill payments/cheques etc?????

Cheers
Angie Carlyle
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Ifti, Product Owner

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Hi Angie,

I thought it's there until I tested based on the query from the first post. I will pass it to the developers to review for future releases.

That'd be a great feature to have. I will suggest to have it as a separate type under Transaction tab (just like Bills, PO etc.)

.

Thanks.

Ifti
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ARC BookKeeping, Accredited Partner

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funny, I thought it was there too...lol... looked and opps, nope not there....