How to generate a Supplier Invoice Report by Supplier Name in Apptivo?

Businesses involve transactions with multiple suppliers. Especially if the industry is product-based, different items are purchased from different Suppliers. To maintain the records easily, Apptivo permits you to generate reports based on the Supplier name in Supplier Invoices App.

• In the Supplier Invoices App, select Reports from the App header. You will be redirected to the Reports page.

• In the Reports, go to General → Supplier Invoices by Supplier from the left panel. The Supplier Invoices by Supplier page will appear in the right pane.
• Here, add the required information.

Supplier - Add the name of the Supplier for whom the report is to be generated.

Supplier Invoice Date From - Add the Supplier Invoice Date starting from when you want to generate the report for the selected Supplier.

Supplier Invoice Date To - Add the Supplier Invoice Date up to when you want to generate the report for the selected Supplier.

• Here, the report is to be generated for Cadburyd from April 1, 2018, to March 31, 2019. Select the View Report to extract the data.

• You can see the list of records with the Supplier name Cadburyd is generated for the given period.

• Click on Export to download the report in .xls. You can download the report with All Fields and Current View.

All Fields

On selecting All Fields, you can download a report with all the attributes of the Supplier Invoices App.

Current View

On selecting Current View, you can download a report with only the attributes displayed in the View Report.