Vendor Invoice by Date

Overview

In this article, you will learn about Sellercloud’s Vendor Invoice by Date report. This report provides an overview of vendor invoices, with details like invoice number and date and financial information. You can see the following:

• Invoice Details: Invoice Number, Invoice Date, PO Number, Sellercloud Invoice Number, and Exported to QuickBooks.

• Financial Information: Total, Amount Paid, Balance, and Reconciled.

• Other Information: Vendor and Company.

Access and Customize the Report

To use the report:

1. Navigate to Reports > Transaction > Vendor Invoice by Date.

2. Set up the Default and Custom filters.

3. Click Search. Each filter you apply gets highlighted in green. If a filter is gray or not displayed at all, it’s not active.
   
   

4. To manage the columns in the report, click the three dots icon on the top right and select Customize Columns. You can:

   1. Reorder columns by dragging them up or down in the list.

   2. Hide columns by clicking the Trash icons.

   3. Add columns by clicking Add column.

   
   
   

5. To sort the data differently, use the Sort by menu.

6. To save your filtering and sorting options, click Save view, type a Name and click Save.
   
   

7. To export the full report to a spreadsheet, click Actions on the bottom right and select Export to Excel. Spreadsheets include all columns, including those hidden in the report.
   
   

Filter and Column Definitions

The tables below provide filter and column descriptions.

Default Filters

FILTER	DESCRIPTION
Company	Include only transactions from one or more companies.
Date Range	Select a preset time range from Yesterday to Last Year.
Date	Enter the Start and End dates. For a single date, choose the same Start and End date.

Custom Filters

FILTER	DESCRIPTION
Company Groups	Include only invoices from one or more company groups.
Invoice Number	Include only specific invoices by number.
Only show invoices that are exported to Quickbooks	Enable to only see invoices exported to QuickBooks.
Payment Status	Include only invoices from orders with specific payment statuses. Choose from Fully Paid, Partially Paid, Unpaid, or All.
Reconciled	Include only reconciled or unreconciled invoices.
Vendor	Include only invoices from one or more vendors.

Report Data

COLUMN	DESCRIPTION
Vendor	Shows the vendor.
Company	Shows the company.
Invoice Number	Shows the number of the invoice.
Invoice Date	Shows the date of the invoice.
Total	Shows the total amount.
Amount Paid	Shows the amount paid.
Balance	Shows the amount of balance.
Reconciled	Shows if the payment is reconciled or unreconciled.
PO Number	Shows the purchase order number.
Export to Quickbooks	Shows if the invoice has been exported to QuickBooks.
Sellercloud Invoice Number	Shows the Sellercloud invoice number.

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