Hi, how can I run a report including exporting to excel on supplier payment terms. Want to check which supplier have terms and which do not etc. Have tried multiple options but cannot get the information I require. Also trying to run report on which supplier do not have EFT bank details entered in their card.
Thanks
Darren
Hi Darren,
Have you tried exporting suppliers to a text file and then opening the text file in Excel?
They're are other options like reporting / data extraction add-ons (including one we have developed) that can do this and so much more. However, for one-off or occassional supplier data checks, exporting a text file might be sufficient. Let us know if you would like more information.
Regards,
Clancy
Thanks Clancy, however I cannot see an option to export as a text file. The only option for exporting was pdf or xps. I must be doing something wrong.
Hi Clancy, I tried to run the report however could not see payment terms as an option?
Thanks
Darren
Hello NinnessD
If you are having trouble running a report which contains the information you need .
You could export the information from your Supplier Cards; I suggest you export the values for the following fields:-
This information exported should give you a rundown of the credit terms for your suppliers which is easy to view together.
Thanks Chris, however I cannot see an option to export except pdf or xps. I must be doing something wrong.
