Creditors Report
- Colin.Campbell
When you have finished receiving in an invoice you will be prompted to enter details about the invoice. Ensure the Invoice Reference Number, Date , GST and Invoice total are correct. This will ensure that monthly reconciliation is done. If you have Xero Integration, then the details entered here will be exported to your Xero accounts.
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To view the Creditors Report go to:
Home Screen > Orders > Creditors Report > Edit / View Creditors Report
Main Options
On the left-hand side of the screen select your filters for the report. Be aware that selecting All Creditor File could result in a delay in loading the report. You can filter by Supplier, Stock Card and the type of order. Once you have selected your filters, click Load Creditors File (F6).
The report will show the invoices received via RxOne orders for the selected filters. You can then choose to mark invoices as paid, print the list or export to various file formats. If you have Xero integration, then the report will show whether or not the invoice has been sent to Xero.
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