Use the Purchase Day Book report to view different purchase transactions for each vendor on 1 report. By default, the report shows a summary of each transaction, including:

• Transaction number
• Date
• Type
• Vendor
• Invoice number
• Reference
• Details
• Amounts

You can change the report view to see the details of each transaction.

The report includes the following types of transactions:

• Invoices
• Credit notes
• Quick entry invoices and credit notes
• Opening balance invoices and credit notes

To run the report

1. Go to Reporting, More.
2. Click Purchase Day Book.

3.  NOTE: To search for a specific vendor, enter the name in the search box. You can also search by invoice, credit number, reference, or value (enter a negative amount for credit notes).

4. From the Period drop-down menu, choose a predefined time period or Custom to enter your date range in the To and From fields.
   
   • To include only specific types of transactions on the report, click More and select the transaction type in the Type field

To view details

1. A transaction: Click it to open that page. You can then click the Back button in your web browser to return to the report.
2. All transactions: Click Detailed. You can click Summary if you want to return to the summary view.

To Save or Print the Report

1. Click Export and choose CSV or PDF to start generating the report.

    NOTE: When the report is ready, a notification displays on the Reports folder in the main navigation bar (to the left of your business name). The time the report takes to complete depends on the amount of data. You continue working while the system generates the report.

2. Once completed, click the report to open it. There are 2 options.

• CSV: Depending on your browser, the file automatically downloads to your Downloads folder or prompts you to save the file. Browse to where you want to save the file and click Save.
• PDF: The PDF opens in a new window or tab. Open your web browser's File menu then choose to print or save the report.