From either the Vendors list or from various tabs when editing a vendor, there are many different reports you can print, including forms to send to vendors or informational lists.

Vendors

From the Vendors list screen and the reports toolbar button, you can select one or more vendors to print particular reports for the selection, or print the reports for all records. These same reports are available when editing a vendor and accessing the reports toolbar button at the top of the window.

10 Vendor Envelope – Prints the vendor billing address on an envelope-sized page size. If you are editing a vendor and have a remit to address highlighted, this address will print instead of the billing address.

Sample Vendor Address Label – Prints the vendor and company address. As this is a sample, it is expected that this report will be used as a basis for a customized report with the appropriate information included and the desired label size selected.

Accounts Payable

Vendor Ledger – Prints the list of selected transactions for this vendor, including both the original and currently owing amounts.

Purchasing

Orders

These reports are also available from the Purchases module, when accessing the reports toolbar button.

Accrued Payables Summary – Prints a list of open purchase orders for this vendor and their respective received, accrued and invoiced amounts. This displays which received purchases have not yet been fully invoiced.

Pending Purchase Order Receipts – Prints a list of open purchase orders for this vendor that have inventory items with a Receive Qty value and have not yet had a receipt posted.

Purchase Order – Generates the purchase order form for each selected record that can be printed or emailed to the vendor.

Purchase Order Details – Prints a list of open purchase orders for this vendor, with all inventory item and other details and their respective quantities and amounts ordered, received and remaining.

Purchase Order Summary – Prints a list of open purchase orders for this vendor and their respective quantities and amounts ordered, received and remaining.

History

These reports are also available from the Purchase History module, when accessing the reports toolbar button from the Purchases tab.

Purchase History – Prints a list of historical purchase orders for this vendor, with the received date and purchase totals including taxes, discounts and freight.

Purchase Order Reprint – Generates the purchase order form for each selected record that can be printed or emailed to the vendor. A watermark is included to indicate this PO is already closed, rather than a new purchase to process.

History Items

These reports are also available from the Purchase History module, when accessing the reports toolbar button from the Items tab.

Inventory Purchase History – Prints a list of selected received inventory items and their respective quantities and prices for this vendor.

T4A Statements

These reports are also available from the T4A Statements screen, when accessing the reports toolbar button.

T4A – Prints the CRA T4A Statement of Pension, Retirement, Annuity and Other Income form for each of the selected records for this vendor.

T4A Summary – Prints the CRA T4A Summary based on the selected records for this vendor.

T5018 Statements

These reports are also available from the T5018 Statements screen, when accessing the reports toolbar button.

T5018 – Prints the CRA T5018 Statement of Contact Payments form for each of the selected records for this vendor.

T5018 Summary – Prints the CRA T5018 Summary of Contact Payments form based on the selected records for this vendor.

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