What it is
Age Analysis tells you what is overdue and Remittance helps you pay it. Purchases Reports covers everything around that: who you buy from, what has to be paid in the coming weeks, what the money goes on, and how that spend is trending. Find it under Purchases, in Reports — By Supplier, Supplier Invoices Due, By Category and Spend Trend are each their own screen, with 📄 PDF and 📊 CSV / Excel buttons.
By supplier
Each supplier with the supplier invoices you captured from them, what you have paid out to them, and what is still owed. Their payment terms show underneath the name so you can see who expects what.
By category
Every SARS category you have used, with the total, the number of entries and the share of your spend. This is the deduction schedule an accountant works from — Profit & Loss groups these same categories under their SARS headings as an income statement; this lists them flat, largest first, with each one’s share of your spend.
Spend trend
This month against last month, or this year against last year, category by category, with the biggest movers first. The tiles show Before, Now and the Change. Growth shows in amber and a drop in green — it is a cost report, so down is good news. A category with nothing in the earlier period shows as new.
On order — on Purchase Orders
What you have on order is on Purchase Orders itself: open Show ▾ → 📦 On order, not billed yet. It lists the purchase orders you have raised that have not been billed yet — money you have committed to that is not on your books — and the 📄 PDF and 📊 CSV / Excel buttons under the list print them, each with how long ago it was ordered, when you asked for delivery, and what it is worth including VAT. It used to be a report of its own here, called On Order.
An order drops off this list as soon as you capture a supplier invoice against it, or mark it Fulfilled or Cancelled. So capture the supplier invoice before you mark an order Fulfilled, or it leaves this list without reaching your books. Anything past the delivery date you asked for is marked Past delivery, which makes it the list to chase from.
Supplier invoices due
Everything still owed, grouped by when it falls due: overdue, within 7 days, within 30 days, later, and anything with no due date on it. Each amount is what you still have to pay, VAT included — the same figure Age Analysis and Remittance show for that supplier invoice — and the total at the top is what you owe altogether. If a supplier holds a credit for you on account, it comes off what you pay that supplier, as on a remittance, and a To pay line shows what is left. A credit never reduces another supplier's invoices, and a credit with no open invoice isn't counted, because that money is owed back to you.