Supplier Age Analysis - Setup Tutorials

Overview#

A Supplier Age Analysis shows you all the suppliers' outstanding balances grouped by period.

In QuickEasy BOS Enterprise you can customise the age analysis and select additional transactions to include in this report. The standard transactions that make up the suppliers' outstanding balances are automatically included.

This tutorial explains how to customise a Supplier Age Analysis.

💡These tutorials explain how to add invoices, debit notes and work in progress to the Supplier Age Analysis.

How to Add Transactions to the WIP Column#

1. Navigate to Main Menu > Setup > Accounting > Settings & Defaults > Setup Supplier Age Analysis.
2. Click Edit (button) in the header.
3. Click Edit... in the Value column.
4. Click Add (button).
5. Select Transaction Type – Work in Progress in the Section column.
6. Select a transaction from the dropdown list in the Transaction column (e.g. Purchase Orders (PO)).
7. Click Save (button).

How to Add Invoices to the Supplier Age Analysis#

1. Navigate to Main Menu > Setup > Accounting > Settings & Defaults > Setup Supplier Age Analysis.
2. Click Edit (button) in the header.
3. Click Edit... in the Value column.
4. Click Add (button).
5. Select Transaction Type – Supplier Invoice in the Section column.
6. Select Supplier Invoices (INV) from the dropdown list in the Transaction column.
7. Click Add (button).
8. Select Transaction Type – Supplier Invoice in the Section column.
9. Select Supplier Invoices (EXP) from the dropdown list in the Transaction column.
10. Click Save (button).

How to Add Debit Notes to the Supplier Age Analysis#

1. Navigate to Main Menu > Setup > Accounting > Settings & Defaults > Setup Supplier Age Analysis.
2. Click Edit (button) in the header.
3. Click Edit... in the Value column.
4. Click Add (button).
5. Select Transaction Type - Supplier Debit Notes in the Section column.
6. Select Supplier Debit Note (INV) from the dropdown list in the Transaction column.
7. Click Add (button).
8. Select Transaction Type – Supplier Debit Notes in the Section column.
9. Select Supplier Debit Note (EXP) from the dropdown list in the Transaction column.
10. Click Save (button).