The supplier balances report in Workshop Software helps you review and analyse your supplier balances data in one place. Running this report gives you a clear snapshot that you can use for business decisions, record keeping, or end-of-period reviews. Follow the steps below to run this report from the Reports section.
1. Click on ‘Reports’ from the menu options down the left hand side of the page and then ‘Business Reports’;
2. Click on the blue arrow icon to the far right of the Supplier Reports bar to expand the menu;
3. Run the Supplier Balances report. Select how you would like to filter the report – Name, Contact Name, State or Suburb – and then click the ‘green printer’ icon to open the report in a new tab;
Good to Know
- Use the date filters to narrow the report to a specific period. This is useful for monthly or quarterly reviews.
- You can print or export the report results for your records or to share with your accountant.
Frequently Asked Questions
Can I filter the supplier balances report by date range?
Yes. Use the date range fields at the top of the report to specify the period you want to review. This lets you narrow results to a specific week, month, or custom date range.
Can I export or print this report?
You can use your browser’s built-in print function to print the report or save it as a PDF. Open the report, press Ctrl+P (or Cmd+P on Mac), and choose your printer or select Save as PDF.
Will this affect existing supplier invoices or purchase orders?
Changes to supplier details apply going forward. Existing supplier invoices and purchase orders retain the information that was recorded at the time they were created.