Run the Payable Invoice Summary report (New)

Run the Payable Invoice Summary to view or export a summary of all bills, credit notes, overpayments and prepayments from Bills in a given period.

The Payable Invoice Summary is the new version of the Supplier Invoice Report you might be familiar with. You can continue to use the older report if you wish.

Run the Payable Invoice Summary

  1. in the Reports menu, select All Reports.
  2. Under Purchases, click ... to expand the section if the report is hidden.
  3. Click Payable Invoice Summary (New).
  4. Choose a time frame or select a date, then click Update to view your report.

Customise your report

Click Report Settings to customise your report.

Image of the Report Settings link.

Report Settings options

Date SearchChoose the type of date you would like to search by.
Payments/Debits columnAll payments and debit allocations. When you've applied a prepayment to a bill, it will appear in this column even if your report doesn't include prepayments individually.
Planned Date columnThe planned payment date entered on the Purchases screen, or the due date, if you haven't entered one.
Realised Gains columnThe gain or loss realised when you apply payment to a foreign currency bill.
Unrealised Gains columnThe unrealised gain or loss associated with a foreign currency bill. This doesn't apply to draft bills.
The Payable Invoice Summary report shows all invoices by default, including voided and deleted invoices. You can add a status filter to the report, to exclude voided and deleted invoices.