Go to Reporting > Correspondence > Vendor/Owner.
Complete the filter.
Vendor | You can select one or more vendors, or leave the Vendor field blank to show all vendors. |
Date Range | Enter a date range for the transactions on the ledger. |
Date Asc Date Desc | Date ascending vs. Date descending. The order of the items on the ledger by date. Descending order places the most recent items at the top and is the default selection. |
Email on File Options | Allows you to filter for recipients who have an email address in the system or those who do not. For example, you could run the function once for vendors who have an email address, and send the email, and then run it again for those who do not, and print the ledgers and mail them via regular mail. |
Click Display. The screen displays a line for each vendor.
Click Send to email the ledger to the vendor. (The ledger is attached to an email message that is sent to the vendor.)
Click View to download the ledger.
Click Preview to view the email message that will the ledger will be attached to. The email opens in a separate window and can be edited.
A typical vendor ledger is shown below.
When you email a ledger, it is also attached to the vendor record in Breeze, so that you can see what was sent and when.
