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Supplier Ledger

Generate Report – Supplier Ledger

The Supplier Ledger report provides a comprehensive overview of supplier-related transactions. It includes the starting and ending account balances, transaction amounts for payments and purchases, and details organized by date and type.

1. Access the Report Section

  • Navigate to the Reports section of your dashboard.
  • Select Generate Report from the list of available reports.

2. Define the Report Parameters:

  • Category: Ensure that Supplier is selected as the category.
  • Report: Choose Supplier Ledger from the report options.
  • Report Description: This report highlights the attendance of the users. It presents user's start time and date and end time and date.

3. Set Date and Time Range

  • In the Start Date and End Date fields, specify the date range for the report.
  • Optionally, set specific times using the Start Time and End Time fields.
  • You may also use present options such as Today, Yesterday, This Week, Last Week, This Month, Last Month, This Year, or Last Year for convenience.
  • For a complete dataset, click All.

4. Select Supplier (optional)

Use the Supplier dropdown to select the specific supplier for the report. If no supplier is chosen, the report will display data for all suppliers.

5. Generate the Report

  • After completing all selections, click the Submit button.

Understanding the Supplier Ledger:

The generated report displays the following details: - Date - Type - Purchase - ID - Reference - Amount - Account Balance

Export and Print Options:

  • Use the Export button to download the report in Excel format.
  • Click the Print button for a hard copy of the report.
  • Adjust visible columns to tailor the report display using the Columns button.