Purchase Transactions
The Transactions tab is the financial history for one supplier — bills, payments and debit notes in one ledger, with an ageing summary showing how much of what you owe is overdue and by how long.
Where to find it
Open a supplier and select the Transactions tab.
Filters
Search plus filters for Type (invoices or payments), Date range, Project and Branch. Click Search to generate the report.
Aging Summary (Payables)
The ageing bands show how long your liabilities have been outstanding — current, and then progressively older periods. It is the same view your supplier has of you.
Ageing is the figure to watch before negotiating terms. A supplier looking at a long overdue balance is not in a mood to extend credit, and the position here is what they will raise.
Transaction List Columns
| Column | Description |
|---|---|
| Type | Purchase invoice, supplier payment, debit note or expense. |
| Reference | The document reference. Click through to the transaction. |
| Supplier's Reference | Their own invoice number — what you quote when querying. |
| Date / Due Date | When it was raised and when payment falls due. |
| Amount | The document total. |
| Balance | What remains outstanding on it. |
| Status | Yet to pay, partially paid, paid or overdue. |
Administrative Actions
Documents can be opened, printed or actioned directly from the list — paying a bill or raising a debit note without navigating to the Purchases module first.
Related pages
- Supplier View — the account record
- Purchase Invoices — the same data across all suppliers
- Supplier Payment — settling what you owe
- Allocations — applying payments to bills