# Vendor Invoice by Date

## Overview

In this article, you will learn about Sellercloud’s **Vendor Invoice by Date** report. This report provides an overview of vendor invoices, with details like invoice number and date and financial information. You can see the following:

- **Invoice Details:** Invoice Number, Invoice Date, PO Number, Sellercloud Invoice Number, and Exported to QuickBooks.
- **Financial Information:** Total, Amount Paid, Balance, and Reconciled.
- **Other Information:** Vendor and Company.

You can run this report automatically on a regular basis with [Scheduled Tasks](https://descartessystems.aha.io/pages/7630838715868958891).

For more information about Sellercloud’s Financial Reporting Suite, see the [Reports FAQ](https://descartessystems.aha.io/pages/7630865220332472858).

## Access and Customize the Report

To use the report:

1. Navigate to **Reports** > **Transaction** > **Vendor Invoice by Date**.
2. Set up the **Default** and **Custom filters**.
3. Click **Search**. Each filter you apply gets highlighted in green. If a filter is gray or not displayed at all, it’s not active.

4. To manage the columns in the report, click the three dots icon on the top right and select **Customize Columns**. You can:
   1. Reorder columns by dragging them up or down in the list.
   2. Hide columns by clicking the **Trash** icons.
   3. Add columns by clicking **Add column**.

5. To sort the data differently, use the **Sort by** menu.
6. To save your filtering and sorting options, click **Save view**, type a **Name** and click **Save**.

7. To export the full report to a spreadsheet, click **Actions** on the bottom right and select **Export to Excel**. Spreadsheets include all columns, including those hidden in the report.

## Filter and Column Definitions

The tables below provide filter and column descriptions.

### Default Filters

|     |     |
| --- | --- |
| **FILTER** | **DESCRIPTION** |
| **Company** | Include only transactions from one or more [companies](https://descartessystems.aha.io/pages/7630838368529930257). |
| **Date Range** | Select a preset time range from **Yesterday** to **Last Year**. |
| **Date** | Enter the **Start** and **End** dates. For a single date, choose the same **Start** and **End** date. |

### Custom Filters

|     |     |
| --- | --- |
| **FILTER** | **DESCRIPTION** |
| **Company Groups** | Include only invoices from one or more [company groups](https://descartessystems.aha.io/pages/7630838282103460827). |
| **Invoice Number** | Include only specific invoices by number. |
| **Only show invoices that are exported to Quickbooks** | Enable to only see invoices exported to QuickBooks. |
| **Payment Status** | Include only invoices from orders with specific payment statuses. Choose from Fully Paid, Partially Paid, Unpaid, or All. |
| **Reconciled** | Include only reconciled or unreconciled invoices. |
| **Vendor** | Include only invoices from one or more [vendors](https://help.sellercloud.com/omnichannel-ecommerce/vendors-overview/). |

### Report Data

|     |     |
| --- | --- |
| **COLUMN** | **DESCRIPTION** |
| **Vendor** | Shows the [vendor](https://help.sellercloud.com/omnichannel-ecommerce/vendors-overview/). |
| **Company** | Shows the [company](https://descartessystems.aha.io/pages/7630838368529930257). |
| **Invoice Number** | Shows the number of the invoice. |
| **Invoice Date** | Shows the date of the invoice. |
| **Total** | Shows the total amount. |
| **Amount Paid** | Shows the amount paid. |
| **Balance** | Shows the amount of balance. |
| **Reconciled** | Shows if the payment is reconciled or unreconciled. |
| **PO Number** | Shows the purchase order number. |
| **Export to Quickbooks** | Shows if the invoice has been exported to QuickBooks. |
| **Sellercloud Invoice Number** | Shows the Sellercloud invoice number.