Overview
Unlock the full potential of your financial management with the Supplier Documents Report. This powerful tool offers a detailed overview of all your purchase invoices and supplier credits, ensuring you never miss a beat with both assigned and unassigned documents. Streamline your processes and gain complete visibility of your supplier documents with this report.
Start by clicking the Reports button located in the top right corner of Fergus, then choose the Supplier Documents Report. You can effortlessly tailor your report with the intuitive filtering options available at the top left. Easily view documents for a specific supplier using the drop-down menu, set a date range to refine your results, and filter invoices based on whether they’ve synced to your accounting software. You can also use the search bar to find specific details quickly and to download the report as a CSV file for further analysis.
In the report, you’ll see:
Whether a document is an invoice or credit.
If it’s been approved or ignored.
The invoice date, supplier name, reference number, and cost.
If a document is assigned to a job, you can see whether it's unassigned. If the document is already assigned, you can click the link directly to that job card.
if you have unassigned documents, you can assign them directly from this screen, just like you do on the Supplier Documents page. You'll also see the number of items on each document. Clicking on this will expand the details, allowing you to review the invoice line by line.
If you are connected to an accounting package, you will notice a small symbol next to each document. If you see a red X on the symbol, it indicates that something went wrong. Hover over the icon to view the error details.
If there is no symbol present but you are connected to an accounting package, it means that the document hasn’t been synced. This usually happens when you choose to "just assign" it to a job without sending it to your accounting software.
Located at the far right of each row, you’ll see the ellipsis button. This handy feature unlocks a range of additional options:
Assigned Invoices: Edit the invoice or send it to your accounting package.
Unassigned Invoices: Edit, split, send to your accounting package, or ignore the invoice.
If the original file was uploaded to Fergus, you have the option to download it from here too.
The Supplier Documents Report empowers you to streamline all your invoices and credits in a single, organized hub, ensuring that nothing gets overlooked. Take control of your financial documents and enhance your efficiency.