Vendor Activity

Reports > Accounting > Vendor Activity

The vendor activity report shows all payments for selected date range. This report includes both vendors and other payees such as check refunds.

1. Name - enter a report name
   Default: Vendor Activity

2. Output - select output format (Html, Pdf (default))

3. Template - select a report template

4. Reset - click to reset to default options

5. Date - filter by date range; if no date is selected the last 30 days will be used

6. Vendor - filter by vendor

7. Include Details - check to include details

8. Only Show Vendors Eligible for a 1099 - check to filter for needed 1099s

9. Paper Format - choose a paper format (CR80, Legal, Letter (default))

10. Orientation - choose orientation (Landscape, Portrait (default))

11. Include Header - check to include report header

12. Include Footer - check to include report footer

13. Include Filter - check to include selected filters

14. Save as Template - click to save the selected filters and columns as a template
    

1. Name - enter a template name

2. Public - check to make the template available to other users

3. Security Roles - select the security roles that can access a Public template

4. Cancel - click to return to the previous screen without saving the template

5. Save - click to save the template

15. Reset - click to reset to defaults

16. Request Report - click to request report
    Note: Report will appear in the bell icon when complete

Report Format

1. Header - notice the District Logo, Report Title, Date Range, and District Name.

2. Summary - notice each vendor, the tax identification number, 1099 status, and total

3. Details (if included) - notice the vendor name, document date, document type, identifier, status, and amount

4. Filters - notice the name(s) and value(s) of selected filters

5. Footer - notice the date and time the report was requested, pages, and TITAN logo