This article will walk you through how to view the supplier ledger in Unity® Practice Management.
Follow along with the video training here:
Viewing the Supplier Ledger
- Navigate to Ledgers >Supplier Purchase Ledger.
Type in your Supplier and select it from the list. You will then see all the Invoices and Payments to do with the supplier selected.
Additionally, you'll see the following:
- Dates
- Reference
- Invoice number
- Narrative
- Payee
You can also see whether it's a Split Invoice or whether it's a Payment or an Invoice. You can also view whether a payment has been entered. You can view a breakdown of invoice, payments, and balance.
- Click into File and Print the supplier off at any time.
- You can also post directly into supplier by selecting Posting, then choosing one of the normal purchase ledger options.