Aged Vendors

Hi,

I am trying to find a report that will show all my aged vendors for a period of time so I can print them off each month and re-do our audit checks or make the vendor inactive.  I want to pull a monthly report that shows all the vendors that were activated in Sage 12 months ago so they can be checked - anyone know if this is possible - I'm on Sage 50?

Thanks

Kathy

  • 0

    Hi Kathy,

    You can use the aged creditors reports to view the amounts that were owed to your suppliers for a particular date.

    1. Click Suppliers then click Reports.
    2. Click Aged creditors then click Aged Creditors Analysis (Summary) or Aged Creditors Analysis (Detailed).
    3. Click Preview then complete the Criteria as follows:
      • Supplier Ref: Leave as default.
      • Report Date: Enter the last day of the month.
      • Inc Future Tran: Clear this check box.
      • Exc Later Payments: Select this check box.

    To see the outstanding transactions at a particular date, you must select the Exc Later Payments checkbox when completing the criteria window.

    There isn't a field on the supplier record which shows when the record was created and became active.  The only thing I could suggest is applying a filter to the supplier list for 'First Invoice Date'.  This is the date of the first invoice or order recorded for the supplier in the current financial year. 

    You may also be interested in the inactive Supplier List report.  This is available via the Advanced Report Library: https://gb-kb.sage.com/portal/app/portlets/results/viewsolution.jsp?solutionid=200427112412794

    I hope this helps.

    Kind regards,

    Rachael