How to Print a Supplier Balances Report
The ‘Supplier Balances report’ will produce a report showing the outstanding balance for each supplier up until your chosen accounting period. See below how to run this:-
- On the reports menu, go to Purchase Ledger> Supplier Balances Report.
- At the top of the report menu you will be able to choose how to output your report, either by PDF preview, printer or export CSV.
- You have multiple options for how to run the report, by supplier, area, currency, control account, sort keys. Choose the option that you prefer.
- Tick the ‘Change Period’ checkbox to change the period you want to run it for. By default it will be your current period.
- The advanced options allows you to choose extended ageing, print foreign values, print zero value suppliers or print received not invoiced.
- When you have chosen the settings, click the print button at the bottom right hand corner of the screen and your report will be produced.
Season 26 Grid Report
In Season 26 the above supplier balances report was replaced with a grid view report.
You have the same options as the previous report version.
Report By – Supplier, Currency, Area, Control Account Sort 1, Sort 2 and Payment Method.
Additional Options – Extended Ageing Report, Print Foreign Values and Zero Value Suppliers.
View PDF invoce
If you have been using the Auto Purchase Invoice program and have been assigning your invoice PDFs to the invoices you are entering in Season then you are able to view the PDF invoice by right clicking on the invoice and selecting to view PDF. As seen in the image above, if there is a PDF invoice attached you will see the PDF logo to the right of the invoice reference.
