Exporting and printing the Vendor Payments report

After running the Vendor Payments report, you can export or print it for audits, vendor reconciliation, or internal records. Usystems supports multiple export formats and print layouts.

Before you start

• You must have run the Vendor Payments report and have it displayed on screen.
• You need appropriate permissions to download or print reports.
• Ensure your printer is connected if you plan to print (not export).

Steps

1. Open the Vendor Payments report (see "Running the Vendor Payments report" if you need help). Open in Usystems

2. Once the report is displayed, look for the Export or Download button in the toolbar.

3. Click Export to see the available formats:

   • Excel (.xlsx) — for detailed analysis in spreadsheet software.
   • CSV (.csv) — for import into other systems or databases.
   • PDF — for printing and archiving.

4. (Optional) Before exporting, check the box for Include Totals if you want a summary row showing total payments and transaction count.

5. Select your desired format.

6. The file will download to your computer. Save it with a descriptive name (e.g., "Vendor_Payments_Jan2026.xlsx") for easy reference later.

7. To print instead:

   • Click the Print button (if available) or use your browser's print function (Ctrl+P or Cmd+P).
   • Choose your printer and print layout (Detailed, Summary, or Custom).
   • Confirm and print.

Tips & common mistakes

• Excel for pivot tables: if you need to analyze the data further (e.g., create pivot tables or charts), export to Excel, which preserves all columns and is compatible with spreadsheet formulas.
• CSV for system import: if you need to send the data to an accountant or import it into another accounting system, use CSV format (it is universal across platforms).
• PDF for archiving: if you want a sealed, read-only record for compliance or audit trails, export to PDF.
• Name your files clearly: include the date range in the filename so you can quickly identify which period the report covers (e.g., "Vendor_Payments_2026-01-01_to_2026-06-30.xlsx").