Bills List Report

By |2021-07-22T08:56:05-05:00March 23rd, 2018|Comments Off on Bills List Report

Introduction

The Bills List Report displays vendor bills in a variety of useful formats.

Form Access

  • From the main menu, click Reports | Accounting | Vendor | Bills List, or use the Report Navigator.

Reports - Bill List File Path

Reports – Bill List File Path

Report Options

Bill List Report Options

Bill List Report Options

Date Filter Area

The following date filtering is available in this report.

  • Date Range – Choose from a pre-defined range of time-frames from the “Date Range” drop-down list, or enter a custom range using the “From” and “To” fields.

Filter Area

The following general filters are available in this report.

  • Vendor – To filter bills on this report by a particular vendor, select the vendor from this drop-down list.
  • Customer:Job – When bills are entered, they can be ear-marked to be associated with a specific customer.  To filter bills on this report by a particular customer, select the customer from this drop-down list.

Additional Report Options

The following additional options are available for this report. Check the corresponding box to include the information within the report.

  • Include Voided Bills – Includes voided bills in the report.
  • Include Paid Bills – Includes paid bills in the report.
  • Detailed- Includes a summary area at the end of the report, which lists each vendor, the amount owed to each vendor, and the overall total owed in a condensed format.

Other Controls

  • Cancel – The Cancel button closes the window.
  • Preview – The Preview button will show an on-screen display of the report, from which a hard-copy can be printed.  The preview screen is also capable exporting the report in a PDF format for email use.  A text search function in the preview screen can be used to locate a particular string of text.
  • Close Window on Preview – Ticking this checkbox will have the options window automatically close when the Preview button is clicked.

Related Content

Share This Story, Choose Your Platform!

About the Author:

HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

Newsletter

Sign-up to get the latest news and update information. Don’t worry, we won’t send spam!

Thank you for your message. It has been sent.
There was an error trying to send your message. Please try again later.
Go to Top