Reviewing your purchases information

Purchases > Reviewing your purchases information

There are several tools that you can use to review your purchases information.


Tool	Description	See
To Do List	The To Do List window displays all open purchases, recurring purchases, and orders, sorted by due date.	below
Analyze Payables	The Analyze Payables window provides details of your purchase activities.	below
Purchase reports	Purchase reports help you keep track of your purchase activities.	below
Purchase history	History lets you view seven years of purchase history for an item or a vendor.	below
Purchases Register	The Purchases Register window gives you a complete picture of your purchase activity—open and closed purchases, orders, quotes, returns, etc.	To find a transaction using the Purchases Register windowFinding a transaction
Find Transactions	Find Transactions helps you find purchase transactions.	To find a transaction using the Find Transactions windowFinding a transaction
Transaction Journal	The Transaction Journal lists journal entries of your purchases and other transactions.	To find a transaction using the Transaction Journal windowFinding a transaction

To view a list of all unpaid purchases sorted by days overdue

You can view a list of all unpaid purchases in the To Do List and enter vendor payments for those purchases.

1	Click To Do List in any command centre. The To Do List window appears.

2	Click the A/P tab. A list of all unpaid purchases appears.

The Overdue column shows the number of days a payable is overdue (a negative number in the Overdue column indicates that the payment is not yet due). The number of days a bill is overdue is calculated by checking the original date of purchase, comparing it to today’s date, and looking at your credit terms with the vendor.

To analyze payables

The Analyze Payables window allows you to view detailed information about how much you owe vendors and how long you have owed them.

This analysis is based on all bills and payments recorded in your company file.

1	Go to the Purchases command centre and click Analysis. The Analyze Payables window appears.

2	Click Filters. The Aging Date window appears.

3	Set the filters in the Aging Date window and click OK.

4	Display the required view of the Analyze Payables window:

■	The Summary view displays all the money that you owe vendors, totaled by vendor.

■	The Vendor Detail view displays all the money that you owe the vendor selected in the Vendor Detail field.

■	The Purchase Detail view displays all the transactions assigned to the purchase in the Purchase Detail field.

The information in the Analyze Payables window is based on the entries you made in the Aging Date window, and the selections you made in the Aging Periods fields in the Reports & Forms view of the Preferences window.

To view purchase reports

There are several purchase reports that can help you track your purchase activity. For example, you can run a Payables Reconciliation Summary report if you want to analyze your payables as of a past date. The Analyze Purchases Items Spreadsheet report shows you the inventory items on which you are spending the most money.

1	Go to the Reports menu and choose Index to Reports. The Index to Reports window appears.

2	Click the Purchases tab. A list of purchase reports appears.

For information on displaying, customizing, and printing your reports, see Reports.

To view purchase history

You can view the purchase history for an item or a vendor.

1	Display the Item Information window for an item or the Card Information window for a vendor.

2	Click the History tab.

The History tab displays a total of seven years of purchase history for the item or card: the five years preceding your current fiscal year (as displayed in the Company Information window), the current fiscal year, and the next fiscal year.