Bills Report - Detailed and Summary Views

Bills Report — Detailed and Summary Views

The Bills Report provides a comprehensive view of your bills data for analysis, auditing, and financial review. It offers two viewing modes and multiple filtering options to help you find exactly the information you need.

Opening the Bills Report

Navigate to Reports > Bills Report from the main menu. The report opens within the main application window. You need the FIN_VIEW_REPORTS permission to access this screen.

Detailed View

The detailed view shows one row per bill. Each row includes:

Bill ID
Vendor name
Bill amount
Balance remaining
Bill date
Due date
Location
Status
Entered by (the user who created the bill)

The detailed view is useful when you need to examine individual bills, verify specific entries, or track down a particular bill by its characteristics.

Summary View

The summary view aggregates bill data to provide totals and overviews. Instead of listing every individual bill, the summary groups data by vendor, location, or other criteria and shows total amounts, total balances, and bill counts.

The summary view is useful for:

Seeing how much you owe each vendor in total
Comparing bill volumes across locations
Getting a quick overview of your total outstanding payables
Presenting financial summaries to management

Filtering Options

Both report views support the following filters:

Vendor Filter

Select a specific vendor to see only their bills in the report, or leave it on All Vendors to include every vendor.

Date Range

Set start and end dates to limit the report to bills within a specific time period. This filters by the bill date, not the due date.

Location Filter

Filter the report by business location. This is useful for multi-location businesses that need location-specific financial reports.

Status Filter

Filter by bill status to focus on specific categories. For example, filter to Overdue to see only past-due bills, or filter to Unpaid to see all outstanding bills.

Totals Row

Both report views display a totals row at the bottom that sums up the key financial columns. This gives you instant access to the total bill amounts and total outstanding balances for the filtered data set.

Exporting and Printing

The report supports printing directly from the report screen. The printed output includes all visible columns and the current filter settings so you can identify what data is included in the printout.