Spend Analysis by GL (Legacy)

Modified on Tue, Feb 13 at 3:37 PM

Report Title: Spend Analysis by GL

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).

Filter	Meaning
Group	Group of locations to run the report on. To run the report on all location, leave this blank.
Location	To run a report for a single location, select the location's Group, and choose the location from the dropdown.
Invoice Date Range	A 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 Date	Mandatory 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 Date	If chosen, the report will include only invoices that were exported after a given date. This is commonly used for historical accruals.
Vendor	To view un-accrued invoices from a particular vendor
Email	Pre-populated with the user's email address. Additional emails can be included by appending other comma-separated emails.

Column	Meaning
Account Number	General 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
Amount	Sum of the spend for the above GL Account, less tax
Tax	Sum of tax spent for the above GL Account
Total Amount	Amount + Tax