Purchasing reports
Replaces purchasing reports built manually twice a week with automatic classification, reconciliation, and distribution.
Part of the accounting reporting project described in the reporting portal example.
Purchasing reports required repeated preparation and reconciliation within a wider accounting process that took about four hours twice a week.
Reporting & analyticsWhat changed
The software now imports the source data, applies the purchasing rules, checks totals, and publishes the finished reports automatically.
Key requirements
One order can contain many items, arrive in several shipments, use multiple payment records, or receive a later credit. The software keeps those events attached to the original order and reconciles them so ordered, shipped, credited, and paid amounts are not mixed together.
Main features
- Retrieve orders and line items
- Track shipments and payments
- Apply purchase classifications
- Reconcile credits and totals
- Produce purchasing reports
Result
Removed purchasing-report preparation from accounting’s recurring spreadsheet cycle.
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