--- title: ACCOUNTS PAYABLE - Reports description: Accessing and generating Accounts Payable reports for Print / Preview / Email --- [Skip to content](https://cs.geminilogic.com/en/manual/accounts-payable-reports#main-content) English Show submenu for translations [New Ticket](https://cs.geminilogic.com/en/manual/kb-tickets/new?hsLang=en) [Customer portal](https://cs.geminilogic.com/tickets-view?hsLang=en) ![Gemini-Logic-Logo (1).png\]](https://cs.geminilogic.com/hs-fs/hubfs/Gemini-Logic-Logo%20(1).png?height=40&name=Gemini-Logic-Logo%20(1).png) - Home - Products - Pricing - Blog - Company Open main navigation Close main navigation - Home - Products - Pricing - Blog - Company - English Show submenu for translations - [New Ticket](https://cs.geminilogic.com/en/manual/kb-tickets/new) - [Customer portal](https://cs.geminilogic.com/tickets-view) - [Go to Gemini Logic](https://www.geminilogic.com/) [Go to Gemini Logic](https://www.geminilogic.com/) Search the User Manual - There are no suggestions because the search field is empty. 1. 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[Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/manual/spire-user-manual-accounts-payable?hsLang=en) # ACCOUNTS PAYABLE - Reports ## Accessing and generating Accounts Payable reports for Print / Preview / Email ### ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-01-2022-09-33-41-90-AM.png?width=50&height=47&name=image-png-Sep-01-2022-09-33-41-90-AM.png) - **Access**  - **Accounts Payable List**          **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-25-2023-01-08-26-4477-PM.png?width=529&height=246&name=image-png-May-25-2023-01-08-26-4477-PM.png)** - - - select or multi-select the Vendor Accounts(s) from the filtered or unfiltered list (see Filters) - select ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-01-2022-09-45-22-38-AM.png?width=35&name=image-png-Sep-01-2022-09-45-22-38-AM.png) **Print Selected** or **Print All** - **Accounts Payable Details**         ![](https://cs.geminilogic.com/hubfs/image-png-Sep-01-2022-09-45-59-56-AM.png)  - - - select or multi-select the Transactions(s) from the filtered or unfiltered list (see [Filters](https://cs.geminilogic.com/en/manual/accounts-payable-accounts-payable-list?hsLang=en)) - select ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-01-2022-09-46-17-37-AM.png?width=37&name=image-png-Sep-01-2022-09-46-17-37-AM.png) **Print Selected** or **Print All** - **Accounts Payable List \> Reports Tab**         ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-25-2023-01-09-14-2082-PM.png?width=528&height=207&name=image-png-May-25-2023-01-09-14-2082-PM.png) - - - select **Report Template** (category) - **Accounts Payable** - Accounts Payable by Due Date / Aged Accounts Payable List / Vendor Ledger with Totals - **Accounts Payable Ledger** - 1099 / CPRS / Disbursements Journal / Vendor Transaction Activity - enter relevant criteria - click on ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-31-2022-06-49-23-17-PM.png?width=22&height=20&name=image-png-Aug-31-2022-06-49-23-17-PM.png) **Print** to select from the list of reports in the chosen Template category - **Generating Reports** - from the Reports list, select your report(s) - highlight the report to check the description below to see if it's what you expect![APReportsList](https://cs.geminilogic.com/hs-fs/hubfs/APReportsList.png?width=459&height=343&name=APReportsList.png) - select the run method: - - - **Print** - accept or change the **Printer** - accept or change the **Paper Source** - Printer format permitting, select from **Duplex** options - accept or change the number of **Copies** - option to **Save Defaults** so same settings will be used next time this report is selected for printing - **Email** - - - - **Setup** - establish [Company Settings](https://cs.geminilogic.com/en/manual/company-settings-email?hsLang=en) - establish [User Settings](https://cs.geminilogic.com/en/manual/user-settings-modular-access-preferences?hsLang=en) - - - - select from **Email** drop-down                            ![](https://cs.geminilogic.com/hubfs/image-png-Dec-16-2022-07-49-20-9500-PM.png) - - - - - **Email Batch** – if the email is for multiple Accounts Payable Accounts and Saved but not Sent, Spire will create a Batch with all messages contained, accessed in the ![](https://cs.geminilogic.com/hubfs/image-png-Dec-16-2022-07-48-48-3944-PM.png) **Email** module \> **Batches**  tab - - - - - - open the Batch to view the list of emails with the option to edit / send each message individually or send them all at once                             ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-16-2022-07-49-28-8672-PM.png?width=579&height=207&name=image-png-Dec-16-2022-07-49-28-8672-PM.png) - - - - - - access them as individual email in the **Messages** tab                             ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jun-04-2023-01-45-30-7046-PM.png?width=579&height=235&name=image-png-Jun-04-2023-01-45-30-7046-PM.png) - - - - - **Email Message** – if the email(s) are Saved but not sent, Spire will save them individually, accessed in the ![](https://cs.geminilogic.com/hubfs/image-png-Dec-16-2022-07-49-51-6857-PM.png) **Email** module \> **Messages** tab ![](https://cs.geminilogic.com/hubfs/image-png-Dec-16-2022-07-49-59-7524-PM.png) - \*\*Note – Emails can be re-sent - **Recipients**                             ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jun-04-2023-01-46-45-7726-PM.png?width=415&height=365&name=image-png-Jun-04-2023-01-46-45-7726-PM.png)  - - - - - enter email address into the **To** box (separate additional email addresses with ‘;’) - accept or change the **CC** and **BCC** recipient(s) default as set in User / Company settings - **Attachments** box displays all reports being sent - select from available email addresses for the **From** and **Reply-To** fields - enter the message in the bottom box - - - - option to ![](https://cs.geminilogic.com/hubfs/image-png-Dec-16-2022-07-52-30-4609-PM.png)  **Select Template** or setup a new one: - Edit \> **Email templates**                                        **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jun-04-2023-01-50-45-5415-PM.png?width=162&height=284&name=image-png-Jun-04-2023-01-50-45-5415-PM.png)** - - - - - **![](https://cs.geminilogic.com/hubfs/image-png-Dec-16-2022-07-52-38-2290-PM.png) New** template                                   ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-16-2022-07-52-54-5511-PM.png?width=440&height=373&name=image-png-Dec-16-2022-07-52-54-5511-PM.png) - - - - - enter **Template Name** - enter **Subject** for the email - enter the email message in the **Body** section, in the **Rich Text** tab if you want to use formatting (bullets, etc) or the **Raw HTML** tab if you want to add special formatting or insert an image, or the **Plain Text** tab if you want to avoid any formatting - option to ![](https://cs.geminilogic.com/hubfs/image-png-Dec-16-2022-07-53-07-1312-PM.png) Insert Param merge field(s) into the subject or message body (in this example we’ve inserted User First Name and User Last Name)                                         ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jun-04-2023-01-51-37-2259-PM.png?width=165&height=117&name=image-png-Jun-04-2023-01-51-37-2259-PM.png) - - - - - option to make this a ![](https://cs.geminilogic.com/hubfs/image-png-Jun-04-2023-01-51-15-3070-PM.png) **Shared Template** (other Users can use it) or ![](https://cs.geminilogic.com/hubfs/image-png-Jun-04-2023-01-51-20-3338-PM.png) **Personal Template** - if not using a template, then manually enter the **Subject** and **Message**, selecting either **Rich Text**, **Raw HTML**, or **Plain Text** tab - **![](https://cs.geminilogic.com/hubfs/image-png-Dec-16-2022-07-53-21-5414-PM.png) Attach File** of any type - **![](https://cs.geminilogic.com/hubfs/image-png-Dec-16-2022-07-53-26-4336-PM.png) Insert Param** merge field( s) available for the records selected ![](https://cs.geminilogic.com/hubfs/image-png-Dec-16-2022-07-53-57-3562-PM.png) - **![](https://cs.geminilogic.com/hubfs/image-png-Dec-16-2022-07-53-30-9450-PM.png) Open Related** to open the record (AR Account-if only one was selected) this email was generated from - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jun-04-2023-01-52-17-2736-PM.png?width=30&height=30&name=image-png-Jun-04-2023-01-52-17-2736-PM.png) Send** the email or ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-16-2022-07-53-41-8284-PM.png?width=25&height=25&name=image-png-Dec-16-2022-07-53-41-8284-PM.png) **Save / ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-16-2022-07-53-46-3863-PM.png?width=25&height=25&name=image-png-Dec-16-2022-07-53-46-3863-PM.png) Save Close** and Edit / Send later from the ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jun-04-2023-01-52-59-4999-PM.png?width=30&height=21&name=image-png-Jun-04-2023-01-52-59-4999-PM.png) **Email** module - - - **Preview** - see report(s) on screen with additional options (if multiple reports were selected, each report will populate a separate tab) with additional options:![](https://cs.geminilogic.com/hubfs/image-png-Dec-16-2022-07-54-56-5378-PM.png) - use Ctrl + scroll to zoom in or out - - - - **![](https://cs.geminilogic.com/hubfs/image-png-Sep-01-2022-09-50-26-10-AM.png) Print** the report currently in the viewer window - **![](https://cs.geminilogic.com/hubfs/image-png-Sep-01-2022-09-50-35-06-AM.png) Print All** reports if multiple reports were chosen (shown by multiple tabs) - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-01-2022-09-50-40-46-AM.png?width=19&name=image-png-Sep-01-2022-09-50-40-46-AM.png) Export![ReportsExport](https://cs.geminilogic.com/hs-fs/hubfs/ReportsExport.png?width=478&height=281&name=ReportsExport.png)** - select the **Format** - select the **Destination** - **Application** will open the program on your computer that is associated with the **Format** you chose - **Disk file** will prompt you to save the Report in the **Format** you chose - **Exchange Folder** allows the Report to be accessed through a Microsoft Exchange client such as Microsoft Outlook - click **OK** - - - - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-01-2022-09-50-50-16-AM.png?width=24&name=image-png-Sep-01-2022-09-50-50-16-AM.png) Find** to search text of the document / report - ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-16-2022-07-55-25-4168-PM.png?width=277&height=18&name=image-png-Dec-16-2022-07-55-25-4168-PM.png)      navigate through pages of the displayed report, alternatively to scrolling down - **Security** on Reports can be established at Company Level, User Level or Server Level: - **Company Level** - Edit \> Company Settings \> Reports ![CompanySettingsReportsSecurity-1](https://cs.geminilogic.com/hs-fs/hubfs/CompanySettingsReportsSecurity-1.png?width=622&height=262&name=CompanySettingsReportsSecurity-1.png)   - **Disable Security** gives full access to all users for all reports to **Preview** / **Print** / **Export** / **Email** unless Security is Enabled in User Settings (described below) - **Enable Security** gives ability to select which reports can be accessed for all Users to **Preview** / **Print** / **Export** / **Email** - - **User Level** - Edit \> User Settings \> Reports![UserSettingsReportReportSecurity](https://cs.geminilogic.com/hs-fs/hubfs/UserSettingsReportReportSecurity.png?width=622&height=261&name=UserSettingsReportReportSecurity.png) - **Company Default** applies Security settings from Company Settings (described above) - **Disable Security** gives full access to this user for all reports to **Preview** / **Print** / **Export** / **Email** - **Enable Security** gives access to security settings for each report listed, to **Preview** / **Print** / **Export** / **Email** - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-01-2022-09-53-15-18-AM.png?width=14&name=image-png-Sep-01-2022-09-53-15-18-AM.png) Use Defaults** establishes settings same as Company settings, with the ability to make changes - **Server Level** - Tools \> Server Administration - ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-01-2022-09-53-27-31-AM.png?width=17&name=image-png-Sep-01-2022-09-53-27-31-AM.png) select a report in the list - ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-01-2022-09-53-46-07-AM.png?width=13&name=image-png-Sep-01-2022-09-53-46-07-AM.png) delete or ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-01-2022-09-53-38-56-AM.png?width=9&name=image-png-Sep-01-2022-09-53-38-56-AM.png) disable ![](https://cs.geminilogic.com/hubfs/image-png-Sep-01-2022-09-53-55-09-AM.png)   - **Available Accounts Payable Reports** | ***Report Name*** | ***Location*** | | --- | --- | | *1099-MISC-1-UP* | Accounts Payable Reports Tab \> Accounts Payable Ledger | | *1099-MISC-1-UP* | Accounts Payable Reports Tab \> Accounts Payable Ledger | | *Accounts Payable by Due Date* | Accounts Payable List | | *Accounts Payable List* | Accounts Payable List / Accounts Payable Reports Tab | | *Accounts Payable Open Items List* | Accounts Payable List Open Items Tab | | *AP Cheque Remittance* | Payment / Batch Payment | | *AP EFT Payment Remittance* | Batch Payment | | *Cheque-Center* | Accounts Payable List / Batch Payment | | *Cheque-Bottom* | Accounts Payable List / Batch Payment | | *Cheque-Top* | Accounts Payable List / Batch Payment | | *Communications* | Account Details Communications Tab | | *CPRS - T5018 List* | Accounts Payable Reports Tab | | *Disbursements Journal* | Accounts Payable Reports Tab \> Accounts Payable Ledger | | *Historical Accounts Payable List* | Accounts Payable Reports Tab | | *Pending Payments* | Accounts Payable List / Batch Payables List | | *Vendor Activity* | Accounts Payable List | | *Vendor Ledger* | Accounts Payable Details |   - [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#main-content) - [Tips and Tricks](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#tips-and-tricks) - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#spire-administration-general-ledger) - [Spire Administration - Sales](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#spire-administration-sales) - [Spire Administration - Inventory](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#spire-administration-inventory) - 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[Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/manual/spire-user-manual-keyboard-shortcuts?hsLang=en) - [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/manual/spire-user-manual-company-settings?hsLang=en) - [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/manual/spire-user-manual-new-instal-company-setup?hsLang=en) - [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/manual/spire-user-manual-general-ledger?hsLang=en) - [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/manual/spire-user-manual-accounts-receivable?hsLang=en) - [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/manual/spire-user-manual-accounts-payable?hsLang=en) - [Spire User Manual - Payroll](https://cs.geminilogic.com/en/manual/spire-user-manual-payroll?hsLang=en) - [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/manual/spire-user-manual-production-manager?hsLang=en) - 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