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NSC | How to show the Amount Spent for each Vendor?

edited Jan 10, 2024 4:30PM in Accounting / ERP


In cases where Users want to know the Total Amount they are spending for each Vendor, they can create a Transaction Saved Search for Vendor Bills.

Here are the steps to take to create the Saved Search:

1. Navigate to Reports > Saved Search> All Saved Searches > New

2. Select Transaction

3. Enter the Search Title

4. Under the Criteria Tab, add the following filters:

  • Type = Bill
  • Mainline = True

5. Under the Results Tab, add the following fields:

Field | Summary Type

  • Name | Group
  • Document Number | Group
  • Amount | Sum
  • Account | Group

6. Under the Available Filters, add the following:

  • Name | Show in Filter Region = T | Show as Multi-Select = T

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