Link to the article: https://intercom.help/tranzact-ebbdf0244a30/en/articles/3409337-what-is-the-purchase-invoice-register-report

[A] To view the Purchase Invoice Register Report, go to the Reports Module and scroll down to the PURCHASE ORDER section.

[B] In it, click on PURCHASE INVOICE REGISTER. You’ll see an expanded view of that report where you can find many filters, depending on which the report will be generated.

[C] These filters are as follows:

  1. Creation Date: The report is generated according to the invoice creation dates (from and to) specified by the user.

  2. Payment Due Date: The report is generated according to the payment due dates (from and to) specified by the user.

  3. Invoice Date: The report is generated according to the invoice punch dates (from and to) specified by the user.

  4. Currency: This is used in order to generate any import transactions reports.

  5. Company Name: The report is generated as per the company specified in this filter.

  6. Invoice Status: The report generated is according to either the PENDING, OVERDUE or ALL invoices, as specified by the user.

  7. Tags: By using this filter, the report is generated as per the store type.

[D] After selecting the filters according to your use case, click on the GENERATE REPORT button.

[E] After clicking on it, a detailed report will be generated. In the report, you can view details according to the Supplier Name, Invoice Number, Invoice Date, Invoice Type, and 30 more filters by selecting the columns you want to display from the dropdown list(4). You can also click on SELECT ALL to make the report display all the columns, or UNSELECT ALL to show none. You can choose the sequence in which the columns are displayed by selecting them sequentially as per your need.

[F] You can also view the cumulative details according to the Invoice Date, Supplier Name, Payment Due Date(5b), etc. by clicking on the GROUPED DATA(5a) switch and selecting the required columns to display.

[G] You can search for individual invoices using the search bars(6). You can also download the generated report in an Excel format by clicking on the DOWNLOAD button(7).

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