Purchase Invoice Trends

Purchase Invoice Trends does for buying what Sales Invoice Trends does for selling: Purchase Invoice totals per month, quarter or year, grouped by supplier, supplier group, item or item group. It shows whether spending is rising, which suppliers dominate and whether a supplier's share is becoming a risk. Net amounts are used, so input VAT and TDS are left out. The demo period is topped by Market mind investment group with Rs 1,40,000 of bills, the furniture and the laptop, which are one off asset purchases rather than running costs; reading the trend with that in mind avoids a false alarm. Owners use it with the Budget Variance Report when expenses creep up.

Cell value = Sum of net amount (or quantity) of Purchase Invoices in the period for the row's supplier or item

1. 01Go to Financial Reports > Purchase Invoice Trends.
2. 02Set Company, Fiscal Year 2083-2084 and Period Monthly or Quarterly.
3. 03Set Based On to Supplier, Item or Item Group, and optionally Group By.
4. 04Read one column per period; Market mind investment group shows Rs 1,40,000 in Ashwin 2083.
5. 05Separate one off asset purchases from recurring costs when judging the trend.
6. 06Export with Menu > Export for the purchasing review.

Open to see whether buying is rising and which suppliers dominate.

Market mind investment group tops the period with Rs 1,40,000 of bills.