Enhanced interface

Run a supplier history report

The AP Ledger report provides a quick and easy way to see the historical activity for one or more suppliers. For the time period you select, the report shows the beginning balance, transactions, and the ending balance for each supplier.

Who typically needs this report?

Accountants, controllers, and those responsible for managing the company's financials
Purchasing managers and those who set up and negotiate contracts with suppliers

For information on terms that may differ in your location, see Terminology across locales.

The AP Ledger report does not include supplier activity that is related to employee expenses. So, when you run the AP Ledger report to track supplier history, consider running an Expense Ledger report at the same time.

Subscription	Accounts Payable
User type	Business, Employee, Approval, CRM
Permissions	Run AP Ledger report

Run a supplier history report

You can run the AP Ledger report with filters to track supplier history.

To run a supplier history report:

Go to Accounts Payable > All > Reports > AP ledger. The report page appears.
Select the dates you want the report to cover. Either select the reporting period from the dropdown menu or enter the start and end dates.
For example, select Inception to Date to see activity starting from the very beginning or set another time range to see just more recent activity.
Select the supplier you want to the report to cover in the From supplier and To supplier dropdown menus. To see the history for a range of suppliers, select a different supplier in each field.
Select Include Zero Balance Suppliers with Activity.
Select View to see the history report in your browser.