In Sales I can go in to a customers profile and in “view” see a Statement and use that feature to check the turnover of a customer between 2 dates.
It helps me see how much business I do with certain customers in a financial year, or calendar year, or any other given period. By looking at the invoices I don’t get this.
(There may be a simpler way to do this - open to input )
In purchases however I don’t seem to have this option. In the supplier profile, then in view, I only get the option to see “all invoices” which in the case of one of my couriers is almost daily and goes back to the time I started my business, so nigh on impossible to wade my way through several hundred transactions.
Can anyone advise if there is a way to get statement, as I can in the sales part?
The statement function is there as it’s usually used to present to your customers to show them their actions with your business. With a supplier, it’s usually them who would send you a copy of one.
However, if you’re looking for just a figure of “this is how much we have spent between x and x”, there is a way it can be done (and the same can be done for clients too).
- Go to the supplier in question
- Click ‘View’ and select ‘All Invoices’
- Click ‘Advanced Search’ and enter a date range (or click ‘Present range’ and select on from there), and click ‘Submit search’
1 Your results will load, and a total will appear on the right hand side, along with a list of every credit and invoice associated with that client/supplier:
Hope that helps!
Yes that’s helped thanks.
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