Need Vendor Reporting

Need Vendor Reporting Options, currently the only place to do that is in the database view.  2 big items we need are a over $100,000 report and a 1099 activity report.

  • Dawn Alonso
  • Nov 20 2019
  • Needs review
Reporting
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  • Dawn Alonso commented
    18 Nov, 2021 04:27pm

    Hi Julia,

    Just wondering if these things are going to be possible with the upcoming Query to List Capability. And will that capability be out in time for tax season?

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  • Dawn Alonso commented
    21 Nov, 2019 04:11pm

    Hi Julia,

    Yes that is it exactly!  We currently use a query in database view and the outputs are:

    Vendor Name

    Address Line 1

    Address Line 2

    City

    State/Providence

    Zip/Post Code

    Total Payments amount

     

    This and a 1099 activity report would be wonderful additions!  

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  • Julia Petit commented
    21 Nov, 2019 04:02pm

    Hi Dawn! Thanks for this. For the report of vendors paid over $100,000 is that related to this: https://www.hhcpa.com/blogs/non-profit-accounting-services/independent-contractors-who-should-be-reported-on-form-990/? If so, what information would you be looking for with those vendors?

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