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Exact Synergy Enterprise   
 

Displaying Accounts Payable

Introduction

At this page, you can display the accounts payable report by the balance list, transactions, or aging analysis. Each report displays the summarized information of what is owed to the creditors.

Menu path

Financial/Reports/Accounts payable/Payables

Roles & rights

To view the accounts payable report, function right 206 - View reports for customers and resellers balance list, A/R, aging and revenue report is required. Users with the General manager, ControllerInternal audit, Payroll judgementPayroll administration, Customer manager, and Reseller manager roles have this function right.

For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh and then click the required link under the Role column.

Button

Show

Click this to display the selected accounts payable report according to the defined criteria.

Note: Once you have clicked this button, the name of the button will change to Refresh.

Refresh

Click this to update the results according to the defined criteria.

Reset

Click this to clear the defined criteria so that you can start a new search.

Close

Click this to exit.

Description

By default, the fields under the Criteria section are displayed when you select Balance list or Aging analysis at Report.

Criteria section

Division

Type or select a division for the accounts payable. The system will only display the accounts payable that belong to the selected division. For more information on creating and modifying divisions, see Creating and Modifying Divisions.

Report

Select Balance list, Transactions, or Aging analysis to determine the type of report that you wish to display.

Account/ Country

Type or select the creditor account you want to display. This is mandatory. The country code is displayed when you select the creditor account and click Show.

Subsidiaries

Select one of the available options to display the level of subsidiaries for all or the selected division(s).

When Transactions is selected at Report, you will see the following fields under the Criteria section:

Range

Select Date or Reporting date, and type or select a date or the range of dates to display the accounts payable accordingly.

G/L : Type

Select one of the following options to determine which general ledger type you wish to display for the accounts payable:

  • Balance list
  • Balance
  • Costs
  • Revenue
  • Selection

Leave this option blank if you wish to display all the general ledger types.

Person

Type or select the person to display the accounts payable under the responsibility of this person.

Group by

Select one of the following options to group and display the search results:

  • G/L
  • Item
  • Period
  • Resource
  • Project

Leave this option blank if you do not wish to group the accounts payable.

Item

Type or select the item to display the accounts payable linked to this item.

Customize

You can only customize the search criteria when you select Transactions at Report. Click at the title bar to customize the fields or sections. You can add or remove existing criteria based on your preferences by selecting or clearing the relevant check boxes. Click Save to save the settings, Reset to clear the selections, or Close to exit without saving. Take note of the following sections/fields:

Project

Type or select the project to display the accounts payable linked to this project.

Related document

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 15.500.975
 Assortment:  Date: 21-07-2011
 Release:  Attachment:
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