This article shows you client metrics for key purchase data including the count and value of what is outstanding, overdue, payment days, bank TXN values and other metrics.
This report contains 3 pages.
Purchases Summary Metrics
Overdue & Non-overdue Bills
Fixed Assets List
The first page is an overview of purchase summary metrics for all your clients. Here you can see: (in order)
Client
Last sync for the client
Client Group
Base Currency
Outstanding Value
Outstanding & Overdue Count
Average Payment Days
Purchase Orders & Bills
Credit Notes
Bank TXNs & Bank TXN Value
Bill Payments & Payment Value
Batch Payments & Batch Payment Value
Total Payments & Total Payment Value
Bills without Attachment
From-To (date range)
The second page shows you an overview of all overdue and non-overdue bills along with the currency, client, count, total and remaining amount.
The third page shows you a full list of fixed assets for your client files along with the purchase date, number, name, status, purchase price, current depreciation amount and the total amount for the purchase prices and current depreciation amounts for all fixed assets across all client files.
