To access any of the below snapshots, simply click the snapshot name to open this in Purchase Plus.
This snapshot shows data from invoices and credit notes at a line item level for a given date range. This report can be run at a group level.
(Note - This snapshot can be run with a maximum date range of 1 month).
Document Type |
Invoice Number |
Purchase Order Number |
Credit Note Number |
Purchaser Name |
Supplier Name |
Supplier Number |
Preferred Supplier |
Document Date |
Document Created At |
State |
Total Ordered Quantity |
Quantity |
Ordered Price |
Unit Price |
Tax Amount |
Tax Percentage |
Purchaser Product Code |
Supplier Product Code |
Brand |
Item Description |
Item Pack |
Sell Unit |
Category |
Subcategory |
Adjustment Ex Tax |
Adjustment Tax |
Line Total |
Line Tax |
Line Total Ex Tax |
Product |
Department Code |
Department Name |
Account Code |
Code |
code_2 |
code_3 |
code_4 |
code_5 |
code_6 |
This snapshot shows data from invoices and credit notes at a summary level for a given date range. This report can be run at a group level.
Document Type |
Invoice Number |
Purchase Order Number |
Credit Note Number |
Purchaser Name |
Supplier Name |
Supplier Number |
Default Category |
Preferred Supplier |
Inception |
Document Date |
Document Created At |
Processed At |
Days To Process |
State |
Total Value |
Total Tax Value |
Total Value Ex Tax |
Delivery Charge Ex Tax |
Delivery Charge Tax |
Discount Total |
Discount Tax Total |
Payment Term Number Of Days |
Payment Term Discount Rate |
Payment Term Comment |
Payment Date |
Adjustment Ex Tax |
Adjustment Tax |
Department Code |
Department Name |
Account Code |
Code |
code_2 |
code_3 |
code_4 |
code_5 |
code_6 |
This snapshot displays the invoice spend by account code for a given date range. This snapshot can be run at a group level.
Account Code |
Spend |
This snapshot displays the invoice spend by category for a given date range. This snapshot can be run at a group level.
Category |
Spend |
This snapshot displays the invoice spend by products for a given date range. This snapshot can be run at a group level.
Brand |
Product Description |
Spend |
This snapshot displays the invoice spend by supplier for a given date range and the invoice state. This snapshot can be run at a group level.
(Note - An invoice state must be selected).
Supplier Name |
Spend |
Details |
This snapshot exports a pivot table that displays invoice spend by department broken down by each day. The user needs to filter by a date range by selecting the week/year range. This snapshot can only be run at an organisation level.
Week |
Invoice Date |
Spend |
Department |
This snapshot is similar to Invoice Lines and Credit Note Lines but also includes the goods received details. This snapshot can be run at a group level.
Purchaser Name |
Invoice Number |
Invoice Date |
Currency |
Supplier Name |
Department |
Category |
Subcategory |
Brand |
Item |
Unit Size |
Unit Measure |
Unit Pack |
Unit Price |
Quantity |
Receive Date |
Received Quantity |
This snapshot exports all the suppliers that have an invoice created given a date range. It shows the supplier’s overall percentage of invoices that are paperless. It also shows for that buyer, what percentage of invoices from that supplier are paperless.
(Note - This is an intensive report. Even though it can be run at a group level, it is strongly recommended that this be run at an organisation level as the resque worker will time out).
Supplier Name |
Supplier Contact |
Invoice Method |
Percentage |
Buyer Name |
Preferred Supplier for Buyer Name |