Recurring Purchases Preview

This Help File Page was last Modified on 04/03/2017

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Recurring Purchases Preview

This Help File Page was last Modified on 04/03/2017

You've defined Recurring Purchases so that you do not have to re-enter Bills that are paid repetitively - for the same amount -  such as rent, leases, loans, etc., over and over again.

a.You may print a Recurring Purchases Listing to verify all of those Purchases were entered properly.

b.You may also print this Recurring Purchases Preview report to see what Recurring Purchases will need to be paid in the up-coming (selected) month.

This report may therefore be used as an additional aid in conjunctions with the Cash Requirements Report, in forecasting your Company's near term cash outflow requirements.

 

There are two ways to access the Recurring Purchases Preview dialog:

a)From the Backstage Menu System Select Reports and Choose Payable Reports, or

b)From the Quick Access Menu, Select Reports and Choose Payable Reports.

Then, Select Recurring Purchases Preview.

 

HelpFilesRecurringPurchasesPreviewdialog

Recurring Purchases Preview - Options tab

 

Recurring Purchases Preview Report tabs - There are three tabs on the Recurring Purchases Preview dialog.

Options - Initially only the Options tab is shown (until you make your Options selections and Select Print).

Period To Preview - Indicate which period to preview.

Year - By default, this will be the current Year.  

oChange this default Year if needed, using the Drop-Down Selection List provided.

Month - By default, this will be the next Month following the current month.

oChange this default Month if needed, using the Drop-Down Selection List provided.

Print - Click the Print button HelpFilesPrintButtonNoIcon to Preview and optionally Print (to a File or a Printer) this Recurring Purchases report.

To Exit this Report dialog, Click the Close button HelpFilesReportDialogCloseButton toward the bottom of the Options tab.

 

Preview - The Preview tab presents the report which resulted from the Options selected above.

Up Arrow/Down Arrow - h Moves the report up one line, i Moves the report down one line.

Page Up/Page Down - Moves the report to the previous or next page, respectively.

 

HelpFilesRecurringPurchasesPreviewSample

Recurring Purchases Preview - Preview tab

 

Home - HelpFilesHomeKey- Using either the screen Icon or your Keyboard's Home key, moves the report to the top of the first page.

End - HelpFilesEndKey- Using either the screen Icon or your Keyboard's End key, moves the report to the bottom of the last page.

Arrows - The arrows allow you to move back and forth, from page to page.

Number - Indicates the page number you are viewing.

You may also type in a specific page number, Press 8 Enter and that page will be displayed immediately.

If you enter an invalid page number, it will be ignored.

Fit To Page - Click the first button after the arrows to size a full page of the report to fit the screen.

Zoom To 100% - Click the second button after the arrows to display the page at 100% (of the printed view).

Fit To Page Width - Click the third button after the arrows to size the page of the report to fit the full width of the screen.

Zoom To Percentage - Click the fourth button after the arrows to re-size the page of the report by percentage.

 

HelpFilesPercentageOfViewAdjuster

When you Click the Zoom To Percentage button, the Percentage selector will be displayed.

You may then Click the Up  or Down arrows to set the exact amount of Zoom you want.

Print - Click the Print button to Print (to a File or a Printer) HelpFilesPrintIconthe displayed Recurring Purchases Preview.

Email - Click the Email button HelpFilesEmailButtonto send the Report to an Email Address of your choosing.

To Exit the Preview tab and Close this Report dialog Form, Click the Close box HelpFilesCloseBoxon the right at the top of the Preview tab.

 

Data View - This view provides a tabular (spreadsheet style) presentation of the selected data.

 

HelpFilesRecurringPurchasesPreviewDataView

Recurring Purchases Preview - Data View tab

 

Arrows - Click the arrows to move through the record.

Export - Exporting the data from this Data View tab (note the "fly-over" help available on these buttons):

Export to CSV - Click the first button after the arrows to export the data to a Comma Separated Values (CSV) file format.

Export To Excel - Click the second button after the arrows to export the data to an Excel (.xls) file format.

Export To Html - Click the third button after the arrows to export the data to an HTML formatted file.

To Exit the Data View tab and Close this Report dialog Form, Click the Close box HelpFilesCloseBoxon the right at the top of the Data View tab.