Settlement Status by Vendor

This feature is available after applying for WORKS Finance.

You can check expenditure items by vendor, number of application, and sum of the amount used. You can also search and view the settlement statuses by condition, as well as download the list of settlement statuses by vendor as an Excel file.

The Settlement Status by Vendor screen is laid out as follows.

 

Area Description
① Search Window Search the settlement status by vendor according to vendors, expenditure items, and period
② Download Download the list of settlement statuses by vendor as an Excel file
③ Include ongoing When selected, the amount, whose approval for expenditure is ongoing, is displayed in parentheses
④ List of Settlement Statuses by Vendor Check the settlement items and the amount by vendor

Download the List of Settlement Statuses by Vendor

The following describes how to download the list of settlement statuses by vendor.

  1. Click ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Expenditure’ in the pop-up window.
  2. Click at the top left of the screen.
  3. Click 'Settlement Status by Vendor' from the menu.
  4. If necessary, enter the settlement status by vendor condition to be viewed in the search window, and then click ‘Search’.
    • You can view the settlement statuses by vendor that match the entered condition.
  5. Click 'Download'.
    • The list of settlement statuses by vendor is downloaded as an Excel file.
The downloaded file is saved in the Downloads folder as ReportCustomerList.xlsx filename.
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