Want to to see how much you're paying each vendor/supplier on a monthly basis?

  1. Choose Reports > All Reports.
  2. Click on Review Expenses and Purchases.
  3. Find the Expenses by Vendor (Supplier) Summary report,  and click the Customize underneath it. 
  4. Set your Transaction Date to the appropriate date range, based upon the bill dates.
  5. In the Rows/Columns section, click the Columns drop-down menu and select Months
  6. Click Run Report.

To save this report:

  1. While the report is still open, click the Save Customization button in the top left. 
  2. Give the report a name.
  3. Check to select whether you'd like to share this report with all users or just a group of users. If neither one of these options are marked, only the user who created the report will be able to access it. 
  4. Click OK.

Once memorized, you can access the report at Reports > My Custom Reports.

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