AM Enterprise 2022 Sample Reports

The Analysis Reports is a set of reports that allows you quick access to information about vendor performance, monthly vendor transaction totals and comparison analysis.

Each of the Analysis Reports has various options and criteria that provide a wide variety of customer transactions analysis-related information and report formats. Read the information below to get a closer look at each of the Analysis Reports available in the Accounts Payable module.

Vendor Transaction Report

The Vendor Transaction Report lists all the transactions for each customer. Depending on the report filter criteria used, the report shows in detail the transactions that were posted for each vendor record. The report is useful for reviewing and tracking vendor transaction information per transaction type. It can also be used as a reference in analyzing vendor transactions and movement of your vendors' record.

You can select to generate the report exclusively for one of the following transaction types: invoice transactions, prepaid transactions, applied debit transactions, disbursement transactions, or all transactions.

Vendor Monthly Summary Report

The Vendor Monthly Summary Report provides information about monthly transaction amounts or balances per vendor record. The report shows a cumulative summary of vendor transactions per transaction type per month to facilitate easy analysis. You can use this report in reviewing monthly vendor transaction balances or quantity information for each vendor, and as reference in analyzing the effects of these transactions to your vendor’s balances in a monthly period.

You can generate the report exclusively for an individual vendor record and select two periods within the same fiscal year.

Vendor Monthly Comparison Report

The Vendor Monthly Comparison Report allows you to compare vendor transactions or balances between two periods of the same fiscal year. Vendor transactions and balances information from these two specific periods allows you to easily make a comparison and analysis. The report can be used in reviewing the vendor’s monthly balances or transaction quantity for the periods specified in the report, and as reference in analyzing the effects of these transactions to your vendor’s balances for each comparison period.

You can generate the report exclusively for an individual vendor record and select two periods within the same fiscal year.