Spend Analysis by GL (Legacy)

Modified on Tue, 13 Feb 2024 at 03:37 PM

Report Title: Spend Analysis by GL

Category: GL

Available to: All users

Pricing Package: Basic


Overview

Spend Analysis by GL is a summary of the Purchase Detail report.  It simply aggregates the total amount spent grouped by GL Account.


This report is commonly used to summarize spend across a user-defined set of accounting categories (General Ledgers). 


Dashboard View




Filters


FilterMeaning
GroupGroup of locations to run the report on.  To run the report on all location, leave this blank.
LocationTo run a report for a single location, select the location's Group, and choose the location from the dropdown.
Invoice Date RangeA date must be selected, so either choose a pre-filled Date Range including today's date, yesterday, the last 7 days, month to date, last 30 days, last 3 months, last 1 year, or a custom Date Range.
Invoice DateMandatory date field that is pre-populated if a Date Range is selected, or can be manually populated by entering a start and end date.  These dates are inclusive, meaning 06/01/19 will return data from June 1st as well.
After Export DateIf chosen, the report will include only invoices that were exported after a given date.  This is commonly used for historical accruals.
VendorTo view un-accrued invoices from a particular vendor
EmailPre-populated with the user's email address.  Additional emails can be included by appending other comma-separated emails.


Data


ColumnMeaning
Account NumberGeneral Ledger Account # as it exists within Plate IQ.  This only appears in the Spend Analysis by GL report if spend for this GL Account is > 0.
Account Name

GL Account Name that the Account Number corresponds to

AmountSum of the spend for the above GL Account, less tax
TaxSum of tax spent for the above GL Account
Total AmountAmount + Tax



Sample



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