Reports regarding vendors are mostly in the Vendors section under the Activity tab or under the Other Reports tab.
Vendor Account Summary / W2 Info
- Go to the Other Reports tab of the Finance module.
- Choose the Vendor activity and summaries from the list of report options to the left of the window.
- Choose the date range for the activity you are looking for.
- Choose the type of vendors you want to report on.
- For the format, choose "Summary / W2 information".
- Choose either a single vendor or all vendors fitting the types previously selected.
- Check any options you would prefer for your report.
- Click Print to preview your report.
Vendor Directory
- Go to the Other Reports tab of the Finance module.
- Choose the Vendor directory from the list of report options to the left of the window.
- Choose the type of vendors you want to report on.
- For the format, choose "Directory".
- Choose either a single vendor or all vendors fitting the types previously selected.
- Check any options you would prefer for your report.
- Click Print to preview your report.
Vendor Labels
- Go to the Other Reports tab of the Finance module.
- Choose the Vendor labels from the list of report options to the left of the window.
- If desired, choose a date for specific checks for vendors.
- Choose the type of vendors you want to report on.
- Choose the format you need for your labels.
- Choose either a single vendor or all vendors fitting the types previously selected.
- Check any options you would prefer for your report.
- Choose if and how many labels to skip on your label page.
- Click Print to preview your report.
Vendor Payments
- Go to the Other Reports tab of the Finance module.
- Choose the Vendor activity and summaries from the list of report options to the left of the window.
- Choose the date range for the activity you are looking for.
- Choose the type of vendors you want to report on.
- For the format, choose "Three-year summary" or "Activity detail", for summary or detailed views respectively.
- Choose either a single vendor or all vendors fitting the types previously selected.
- Check any options you would prefer for your report.
- Click Print to preview your report.
Vendors with No Activity
- Go to the Other Reports tab of the Finance module.
- Choose the Vendor activity and summaries from the list of report options to the left of the window.
- Choose the date range for the (lack of) activity you are looking for.
- Choose the type of vendors you want to report on.
- For the format, choose "No activity in the date range".
- Choose either a single vendor or all vendors fitting the types previously selected.
- Check any options you would prefer for your report.
- Click Print to preview your report.