To run the Vendor Spend Summary report

About this task

The Vendor Spend Summary report displays total invoiced expenses for specified vendors in a specified date range, including breakouts for paid, approved and received expenses. This report requires the Financial Management Module.

Procedure

  1. Select Analytics > Operational Analytics.
  2. In the list of reports, click Vendor Spend Summary.

    A screen appears where you can set filter criteria.

  3. Specify filters for:
    • Vendor
    • Invoice date range (defaults to today's date)

    Both filters are required.

  4. Click Finish to create the report.

Results

The report is a summary of invoices by vendor, with three columns. The columns categorize the invoice totals by their status, as follows:

  • The Outstanding column totals all invoices with a status of Draft.
  • The Payable column sums all invoices with a status of Payable.
  • The Actual Spent column sums all invoices with a status of Paid.

An example of the Vendor Spend Summary report:


Vendor Spend Summary report image