Accounts Payable and Related Reports in ERPNext

  1. Log into your ERPNext account
  2. For all reports stated in this guide:
    • To easily access the report, simply type the report in the search bar and select the desired report
    • To sort a column in the report, hover over the column and click on the arrow down . Select the desired sorting option (Ascending, Descending or Reset the sorting)
    • To hide a column in the report, follow the same steps as sorting and select ‘Remove Column’ (refer above)
    • To rearrange the order of columns, drag & drop the column to your desired placement
    • To expand/minimize the width of a column, hover over the column line and drag to size
    • To refresh the report, click on ‘Refresh’
    • To filter a report, use the available filter criteria at the top of the report

Example: To filter by customer, enter/select the desired customer in the customer filter field.

    • To print a report, go to Menu and click on ‘Print’ and choose your desired settings
    • To generate the report as a PDF, go to Menu and click on ‘PDF’. (similar to printing)
    • To export the report as an Excel or CSV file, go to Menu and click on ‘Export’. Select your desired format and click on ‘Download’

Accounts Payable Report

  1. Go to ‘Accounting’ ’
  2. Under Accounts Payable, click on ‘Accounts Payable’

3. View Accounts Payable Report

** From this report, you can go to the "Accounts Payable Summary" report by clicking on the upper right hand.

Accounts Payable Summary Report

  1. Go to ‘Accounting’ ’
  2. Under Other Reports, click ‘Accounts Payable Summary’

3. View Accounts Payable Summary Report

** From this report, you can go to the "Accounts Payable" report by clicking on the upper right hand