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How to run and save a monthly expense report by supplier

Want to see how much you're paying each supplier on a monthly basis? This is possible by running a monthly expense report by supplier.

How to run a monthly expense report by supplier

  1. Go to Reports.
  2. Search for and open the Expenses by Supplier Summary report.
  3. Select Customise.
  4. Set the report period to the appropriate date range, based on the bill dates.
  5. In the Rows/Columns section, select the Columns dropdown, then choose Months.
  6. Select Run report.

How do I save my monthly expense report?

To save your monthly expense report by supplier:

  1. While the report is still open, select Save Customisation button.
  2. Enter the report name.
  3. Select whether you'd like to share this report with all users or just a group of users. If neither one of these options are marked, only the user who created the report will be able to access it.
  4. Select Ok.

Where can I find my monthly expense report after I save it?

To access this report (and other custom reports):

  1. Go to Reports.
  2. Select Custom Reports.

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