AM Enterprise 2020 Sample Reports

The Activity Listings allow you to generate reports that provide information about the types of activities and activity rights set up in AccountMate. It also provides information on vendor activities.

These reports are especially designed to provide filter options so you can narrow down data to the specific information needed. Read the information below to get a closer look at each of the Activity Listings available in AccountMate Enterprise.

Vendor Activity Listing

The Vendor Activity Listing shows a list of your vendors’ activities. It provides information on how often your company transacts with the vendor and the type of transaction for each activity. This report is useful when making decisions involving requests for vendor discounts or whether to continue obtaining goods or services from the vendors, or making special arrangements with the vendors.

You can generate the report to show only purchase order/quote transactions, AP invoices only, return to vendor transactions only, or all transaction types. You may also opt to display in the report the remarks entered in the vendor’s activity record.

Activity Type and Rights Listing

To view a list of activity types and activity rights records set up in AccountMate, generate the Activity Type and Rights Listing. This report provides a quick view of the nature of your company’s activities and processes that are involved in the course of transacting with the vendors (i.e., purchasing calls, payment calls, order delivery follow ups, technical support request, etc.). This report also helps you identify which users have the rights to view and update a certain activity type.

You can opt to display in the report only the activity type details.