Sage Intacct Purchase Receipt History Report

By | September 30, 2021
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In this blog, we will have a peak into the Sage Intacct’s Purchase receipt history report. As the name of the report suggests, you can use this report to review historical information for purchase receipts. In addition, you can also review received purchase orders within a specified date range, by items and by vendor. This report shows the historical data of item ordered by vendor with items quantity, price, etc. Therefore, for e.g. if one vendor orders one item then report will show one line item along with the received quantity.

Below is the snapshot of the sample report generated by setting certain filters.

Receipt History

To access this report, go to Purchasing > All tab > Reports > Receipt History.

  • Time Period: Select reporting period using drop down to get the data you want. If you do not specify a reporting period, the system generates a report for the current month to date.

Time Period

  • Filters: Set the filters to get the specific data you want. Filters enable you to include or exclude specific types of data in the report, such as items, vendor, etc.

Filters

  • Here you can select Location/Department to get the data from particular location and department.
  • Enter a title, subtitle, and footer text for your report.

Location/Department Filter

  • You can View, process, memorize, export, or customize the report or add it to the dashboard by using button given in right corner of the screen.

This is how, the report helps to provide the historical details of items ordered by vendors with received quantity, Unit Price, etc.

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For more information on Sage Business Cloud Services, please contact us at sagecloud@greytrix.com. We will like to hear from you.

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