Generate Payment Practice Reports

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This is a reference example created by Docs4Apps to showcase the structure, depth, and Microsoft-aligned writing style we apply to documentation projects for ERP extensions. While the app itself is a demo, the documentation is based on real-world use cases and resembles what we deliver to actual customers.

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This article explains how to generate payment practice reports in the ERP system for analysis, compliance, and performance monitoring.

Types of reports

Standard reports

1. Payment Practice by Period:

   • Payment timing analysis
   • Period-based aggregation
   • Trend analysis

2. Payment Practice by Company Size:

   • Vendor size analysis
   • Performance by category
   • Compliance monitoring

Regulatory reports

1. Statutory Reports:

   • UK reporting requirements
   • EU compliance reports
   • Construction sector reports

2. ESG Reports:

   • Payment practice impact
   • Supply chain sustainability
   • Stakeholder reporting

Generating reports

1. Choose the icon, enter Payment Practice Reports, and then choose the related link.

2. Create a new report:

   • Choose New
   • Select report type
   • Set reporting period
   • Choose aggregation method

3. Generate the report:

   • Select Generate
   • Review preliminary results
   • Make any necessary adjustments

Report parameters

Parameter	Description	Example
Starting Date	Beginning of reporting period	01/01/2024
Ending Date	End of reporting period	30/06/2024
Aggregation Type	How data is grouped	Period/Size
Header Type	Report focus	Vendor/Customer

Customizing reports

Layout options

1. Choose report layout:

   • Standard layouts
   • Custom layouts
   • Regulatory formats

2. Modify display options:

   • Column selection
   • Sorting preferences
   • Filtering criteria

Data selection

1. Filter data by:

   • Date range
   • Payment type
   • Vendor/Customer
   • Transaction type

2. Set aggregation levels:

   • Summary view
   • Detailed analysis
   • Custom grouping

Report analysis

Key metrics

Monitor essential indicators:

• Average payment time.
• On-time payment percentage.
• Late payment analysis.
• Dispute statistics.

Performance tracking

Compare against:

• Previous periods.
• Industry benchmarks.
• Internal targets.
• Regulatory requirements.

Exporting and distribution

Export options

1. Available formats:

   • Excel
   • PDF
   • Word
   • XML for regulatory filing

2. Distribution methods:

   • Email
   • Print
   • Digital submission
   • File export

Automated distribution

Set up automated:

• Report generation.
• Distribution schedules.
• Recipient lists.
• Format selection.

Related information

PayTrack 365 Overview
Configure Payment Periods
UK Reporting Requirements
ESG and Payment Practices