--- title: ACCOUNTS PAYABLE - Reports description: Accessing and generating Accounts Payable reports for Print / Preview / Email --- [![company logo](https://cs.geminilogic.com/hs-fs/hubfs/Gemini-Logic-Logo%20(1).png?height=120&name=Gemini-Logic-Logo%20(1).png)](https://www.geminilogic.com/) [User Manual](https://cs.geminilogic.com/en/migrated/manual) - [Go to Gemini Logic](https://www.geminilogic.com/) - [New Ticket](https://cs.geminilogic.com/en/migrated/manual/kb-tickets/new) - [Go to Customer Portal](https://cs.geminilogic.com/tickets-view) Spire User Manual - Accounts Payable - [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base) - [Tips and Tricks](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#tips-and-tricks) - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-general-ledger) - [Spire Administration - Sales](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-sales) - [Spire Administration - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-inventory) - [Analytics for Spire](https://cs.geminilogic.com/en/migrated/manual/analytics-for-spire) - [Spire User Manual - System Overview](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-system-overview) - [Spire User Manual - User Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-settings) - [Spire User Manual - Vendors](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-vendors) - [Spire User Manual - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory) - [Pricing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory#pricing) - [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-price-matrix) - [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-purchase-orders) - [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-sales-orders) - [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-keyboard-shortcuts) - [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-company-settings) - [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-new-instal-company-setup) - [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-general-ledger) - [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-receivable) - [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-payable) - [Spire User Manual - Payroll](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-payroll) - [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-production-manager) - [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-service-manager) - [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-defined-fields) - [Spire User Manual - Job Costing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-job-costing) - [HubSpot](https://cs.geminilogic.com/en/migrated/manual/hubspot) - [Updates](https://cs.geminilogic.com/en/migrated/manual/hubspot#updates) - [Gemini Logic](https://cs.geminilogic.com/en/migrated/manual/gemini-logic) - [Shipping](https://cs.geminilogic.com/en/migrated/manual/shipping) - [Sales Taxes](https://cs.geminilogic.com/en/migrated/manual/sales-taxes) - [Spire User Manual](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual) - [Customers](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual#customers) [Back to home](https://cs.geminilogic.com/en/migrated/manual) 1. [User Manual](https://cs.geminilogic.com/en/migrated/manual) 2. Spire User Manual - Accounts Payable - [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base) - [Tips and Tricks](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#tips-and-tricks) - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-general-ledger) - [Spire Administration - Sales](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-sales) - [Spire Administration - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-inventory) - [Analytics for Spire](https://cs.geminilogic.com/en/migrated/manual/analytics-for-spire) - [Spire User Manual - System Overview](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-system-overview) - [Spire User Manual - User Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-settings) - [Spire User Manual - Vendors](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-vendors) - [Spire User Manual - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory) - [Pricing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory#pricing) - [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-price-matrix) - [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-purchase-orders) - [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-sales-orders) - [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-keyboard-shortcuts) - [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-company-settings) - [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-new-instal-company-setup) - [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-general-ledger) - [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-receivable) - [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-payable) - [Spire User Manual - Payroll](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-payroll) - [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-production-manager) - [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-service-manager) - [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-defined-fields) - [Spire User Manual - Job Costing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-job-costing) - [HubSpot](https://cs.geminilogic.com/en/migrated/manual/hubspot) - [Updates](https://cs.geminilogic.com/en/migrated/manual/hubspot#updates) - [Gemini Logic](https://cs.geminilogic.com/en/migrated/manual/gemini-logic) - [Shipping](https://cs.geminilogic.com/en/migrated/manual/shipping) - [Sales Taxes](https://cs.geminilogic.com/en/migrated/manual/sales-taxes) - [Spire User Manual](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual) - [Customers](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual#customers) # 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)) - 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) - establish [User Settings](https://cs.geminilogic.com/en/manual/user-settings-modular-access-preferences) - - - - 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 |   [![company logo](https://cs.geminilogic.com/hs-fs/hubfs/Gemini%20Logic%20-%20Black-1.png?height=120&name=Gemini%20Logic%20-%20Black-1.png)](https://www.geminilogic.com/) Gemini Logic - [![linkedin_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/linkedin_circle_color.png)](https://www.linkedin.com/company/2460588) - [![youtube_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/youtube_circle_color.png)](https://www.youtube.com/user/GeminiLogicInc/featured) - [![twitter_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/twitter_circle_color.png)](https://twitter.com/gemini_logic) - [Go to Gemini Logic](https://www.geminilogic.com/) - [New Ticket](https://cs.geminilogic.com/en/migrated/manual/kb-tickets/new) - [Go to Customer Portal](https://cs.geminilogic.com/tickets-view)