Watch this video to see where you can find all the supplier documents you have imported into Fergus in one easy report.
Transcript
Hi, everyone. Dylan here from the Fergus team in this video, I'm going to show you how the supplier documents report works.
To find this report, simply click on reports in your Fergus account and then in the list. Select supplier documents report on the top, right. You can filter to a particular invoice number or download a CSV copy of this report. On the left hand side, you can filter between different types of supplier documents and also select a particular supplier further. Right. You can set a date range.
And lastly, if the document has been sent across to your accounting system From left to right on the table, we have type of document. This could be a credit or invoice. the status of the document. The date of the document. Which supplier? It came from the reference cost, including tax the assigned status if it has been assigned to a site visit. how many items are on the document.
Whether the document has been synced with your accounting system and lastly, the ellipses for more options Just like other reports in Fergus, you can select a heading to filter results One thing that is different in this report is you can assign documents to site visits from here In the search box, you can type in site visits, and Fergus will display the results it has and allow you to select one.
This assigns the cost to the site. Visit to update the financial details of that site visit. You can also send a copy to your accounting package. If you select the three dots on the far right, you have the following options. Edit invoice, split invoice Send to zero or ignore.
This allows you to change anything on the document itself or sync the information to your accounting package.
The supplier document report helps you track your costs that are coming into Fergus and make sure they're allocated to the correct place.
Thanks for taking the time to watch our video. If you have any questions, please get in touch via support at Fergus dot com..
Kristie
Jess:
