Forum Discussion

MLTFC's avatar
MLTFC
Contributing Cover User
3 years ago
Solved

Expense transaction reports by identifier or custom ID?

I am trying to find a way of setting up an expense transaction report for any suppliers that identify as Aboriginal or TSI.  I created an identifier for that and applied it to a supplier but can't fi...
  • Steven_M's avatar
    Steven_M
    3 years ago

    Hi MLTFC 

     

    I would run the Purchases [Supplier Summary] or Purchases [Supplier Detail] report - available via Reports>>Purchases>>Suppliers. Once that report has been run you can select the Filters>>Additional Filters to filter by Identifier or Custom List.

Steven_M's avatar
Steven_M
Former Staff

Hi MLTFC 

 

I would run the Purchases [Supplier Summary] or Purchases [Supplier Detail] report - available via Reports>>Purchases>>Suppliers. Once that report has been run you can select the Filters>>Additional Filters to filter by Identifier or Custom List.

MLTFC's avatar
MLTFC
Contributing Cover User
3 years ago

That works thanks very much Steven :-)  I was going to just generate a supplier list by Identifier and then run the transaction reports by those suppliers, but your solution is better.  Cheers, M