Top X Payable Accounts Report

Reporting your Top Payable Accounts

You can run a Top X Payable Accounts Report and export to excel where you can re-order the data to suit your needs.

• Go to Payables > Reports > Payable Account Transaction Report.
• Select the Start and End Dates that you want.
• In the Account transaction type field, select Payable Invoice, then click Export.

Open the file in excel and from the top menu, select Insert, then Pivot Table, then OK. You don't need to change the options. This creates a second sheet in your workbook. The raw data is still available in Sheet 1.

Then in the PivotTable Fields section on the right hand side, tick the field Account Description. Then drag the Amount field down to the into the Sum Values column. The field name changes to Sum of Amount. This process combines all invoices for each Payable account to give you their total spend for the date range selected.

Next, go to the Sum of Amount column on the left of the sheet and right click on the amount in the first cell. Select Sort, then select Sort Smallest to Largest.

Now you will see the Payable Accounts sorted in descending order by combined invoice total, and you can select the top X to copy to a new sheet if you wish.