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
      November 18, 2021 16:27

      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
      November 21, 2019 16:11

      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
      November 21, 2019 16:02

      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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