To access any of the below snapshots, simply click the snapshot name to open this in Purchase Plus.

Invoice Lines and Credit Note Lines

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

Invoices and Credit Notes

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

Invoice Spend By Account Code

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

Invoice Spend By Category

This snapshot displays the invoice spend by category for a given date range. This snapshot can be run at a group level.

Category

Spend

Invoice Spend By Product

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

Invoice Spend By Supplier

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

Invoice Spend by Department (Pivoted)

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

Invoice With Lines

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

Paperless Invoice Summary

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

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