/docs/vrm/activity/Recent content in Activity on My DocsHugoenCopyright (c) 2020-2024 ThuliteTue, 06 Oct 2020 08:48:45 +0000/docs/vrm/activity/cashbalances/Tue, 06 Oct 2020 08:48:45 +0000/docs/vrm/activity/cashbalances/<p>Cash Balances provide a current balance view for vendor-related accounts and profiles.</p> <h2 id="concepts">Concepts</h2> <table> <thead> <tr> <th>Field</th> <th>Meaning</th> </tr> </thead> <tbody> <tr> <td>Vendor</td> <td>The vendor linked to the balance.</td> </tr> <tr> <td>Profile</td> <td>The account or profile whose balance is shown.</td> </tr> <tr> <td>Currency</td> <td>The currency of the balance.</td> </tr> <tr> <td>Balance</td> <td>The current amount available or outstanding.</td> </tr> </tbody> </table> <h2 id="how-to-review-cash-balances">How To Review Cash Balances</h2> <ol> <li>Open <strong>VRM -&gt; Activity -&gt; Cash Balances</strong>.</li> <li>Search or filter by vendor, profile, or currency.</li> <li>Review the current balance.</li> <li>Drill into the ledger where more detail is required.</li> </ol> <div class="img-placeholder"> <span>Screenshot: Vendor Cash Balances list view</span> </div>/docs/vrm/activity/activityoverperiod/Tue, 06 Oct 2020 08:48:45 +0000/docs/vrm/activity/activityoverperiod/<p>Activity Over Period gives a date-bounded view of vendor movement, helping users review activity trends and investigate account changes.</p> <h2 id="concepts">Concepts</h2> <table> <thead> <tr> <th>Field</th> <th>Meaning</th> </tr> </thead> <tbody> <tr> <td>From Date</td> <td>The start of the review period.</td> </tr> <tr> <td>To Date</td> <td>The end of the review period.</td> </tr> <tr> <td>Vendor</td> <td>The vendor being analysed.</td> </tr> <tr> <td>Activity</td> <td>The transactions or movement included in the period.</td> </tr> </tbody> </table> <h2 id="how-to-review-activity-over-a-period">How To Review Activity Over a Period</h2> <ol> <li>Open <strong>VRM -&gt; Activity -&gt; Activity Over Period</strong>.</li> <li>Enter the period to review.</li> <li>Filter by vendor where needed.</li> <li>Review the listed activity and totals.</li> </ol> <div class="img-placeholder"> <span>Screenshot: Activity Over Period report filters and results</span> </div>