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The Recurring AP Invoice Report function allows you to print or preview information about recurring invoice templates that are set up in AccountMate.

 

This report has the following uses:

 

•To identify the vendors for whom the recurring invoice templates are set up

•To review the templates' other important details such as the recurring frequency, number of cycles, next recurring date, and end recurring date.

 

 

To generate the Recurring AP Invoice Report, follow these steps:

 

1.Access the Recurring AP Invoice Report function from the AP Invoice group in the Reports main menu.

 

2.Click the List box button next to the Configuration field; then, select the report configuration that you want to use.

 

3.Select the report sorting option by clicking on the List box button next to the Sort By field.

 

4.In the Layout field, click the List box button to select the report layout you want to use in generating the report.

 

5.In the Report Configuration area, you may mark the Individual checkbox if you want to generate the report for a single record and enter the appropriate value in the adjacent field; otherwise, select in the Filters area the preferred criteria in generating the report.

 

6.Select any of the following options for which you want to generate the report:

 

•1099 and Non-1099 Recurring Invoices

•1099 Recurring Invoices Only

•Non-1099 Recurring Invoices Only

 

7.Choose the recurring invoice status that you want to show in the report:

 

•Active and Inactive Status

•Active Status Only

•Inactive Status Only

 

8.If applicable, mark the checkbox discussed below:

 

oShow GL Distribution

 

9.Click the Preview or Print button to preview or print the report. Click the Configure tab to return to the report configuration page.

 

 

The Recurring AP Invoice Report function also provides you with flexibility to perform the following:

 

•Set up user-defined sort option

•Set up user-defined report layout

•Include notes in the printed report

•Export the report to various supported file formats

•Send the report as attachment to an email

•Drill-down on certain fields in the report:

oBank #

 

oVendor #

 

 

 

See Also

AP Invoice Reports

 

 

 

 

 

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