The Project Report

Certify AP has a large set of reports which enable administrators and managers to analyze spend data. If your company uses Projects within Certify AP, you'll have access to the Project Report. This is a permission based report which allows users to gain real-time visibility in project spending. 

This article will show you, an Accounts Payable Administrator, how to access and run the Projects Report.

Step 1: On your Certify homepage, click the down arrow next to Certify then click AP.

Step 2: This is your Certify AP dashboard. Click the Reporting tab.

Step 3: In the Spending Reports box, click Project Report.

Step 4: First, choose to list the report by Department or Project.

Step 5: Choose your Department from the drop-down menu.

Step 6: Choose a Date Range by entering one in manually, or choosing one from the drop-down menu.

Please Note: By checking the Consolidate checkbox, the report will include any information on the child departments within your chosen department.

Step 7: Choose what transactions to include within the report by clicking their respective checkboxes.

Step 8: When you're finished entering the report criteria, click Run Report.

Step 9: Your report results will show below. Click Export to Microsoft Excel to save the report to your computer.

Step 10: To obtain GL detail, click the Amount Spend link.

Step 11: Click the Account Number to view a list of transactions.

Step 12: Click the PO Number to obtain further details about the transaction.

Step 13: The Purchase Order Details page will appear.