Vendor Reports [Where is it now?]

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Reports regarding vendors are mostly in the Vendors section under the Activity tab or under the Other Reports tab.

Vendor Account Summary / W2 Info

  1. Go to the Other Reports tab of the Finance module.
  2. Choose the Vendor activity and summaries from the list of report options to the left of the window.
  3. Choose the date range for the activity you are looking for.
  4. Choose the type of vendors you want to report on. 
  5. For the format, choose "Summary / W2 information".
  6. Choose either a single vendor or all vendors fitting the types previously selected.
  7. Check any options you would prefer for your report.
  8. Click Print to preview your report.

Vendor Directory

  1. Go to the Other Reports tab of the Finance module.
  2. Choose the Vendor directory from the list of report options to the left of the window.
  3. Choose the type of vendors you want to report on. 
  4. For the format, choose "Directory".
  5. Choose either a single vendor or all vendors fitting the types previously selected.
  6. Check any options you would prefer for your report.
  7. Click Print to preview your report.

Vendor Labels

  1. Go to the Other Reports tab of the Finance module.
  2. Choose the Vendor labels from the list of report options to the left of the window.
  3. If desired, choose a date for specific checks for vendors.
  4. Choose the type of vendors you want to report on. 
  5. Choose the format you need for your labels.
  6. Choose either a single vendor or all vendors fitting the types previously selected.
  7. Check any options you would prefer for your report.
  8. Choose if and how many labels to skip on your label page.
  9. Click Print to preview your report.

Vendor Payments

  1. Go to the Other Reports tab of the Finance module.
  2. Choose the Vendor activity and summaries from the list of report options to the left of the window.
  3. Choose the date range for the activity you are looking for.
  4. Choose the type of vendors you want to report on. 
  5. For the format, choose "Three-year summary" or "Activity detail", for summary or detailed views respectively.
  6. Choose either a single vendor or all vendors fitting the types previously selected.
  7. Check any options you would prefer for your report.
  8. Click Print to preview your report.

Vendors with No Activity

  1. Go to the Other Reports tab of the Finance module.
  2. Choose the Vendor activity and summaries from the list of report options to the left of the window.
  3. Choose the date range for the (lack of) activity you are looking for.
  4. Choose the type of vendors you want to report on. 
  5. For the format, choose "No activity in the date range". 
  6. Choose either a single vendor or all vendors fitting the types previously selected.
  7. Check any options you would prefer for your report.
  8. Click Print to preview your report.