When categorising bank transactions, I choose the supplier in the contact field but why do these transactions not show in the supplier transactions report? Should I not be able to see all supplier activity there? I have been doing this for a while as a short way to process everything and not have to enter bills, can anyone tell me how to view a supplier's list of transactions that have been entered this way?
TIA
Hi Arena,
When categorizing bank transactions by selecting the supplier in the contact field, these transactions do not appear in the supplier transactions report because the system does not recognize them as linked to specific supplier bills. The supplier transactions report typically includes transactions that are directly associated with supplier bills or invoices.
To view a supplier's list of transactions that have been entered this way, you would need to ensure that each transaction is linked to a corresponding bill or invoice. This can be done by entering bills and then matching the bank transactions to these bills. This process ensures that all supplier-related activities are accurately reflected in the supplier transactions report.
Regards,
Earl
