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newlearner2022
February 9, 2023
Question

vendor report

  • February 9, 2023
  • 1 reply
  • 1 view

A vendor continually requests for the date and number of the checks issued for their invoices. Therefore, I want to run a report that shows the invoices I've paid for a certain vendor and have it include the check number along with the date for all the paid invoices. Thanks in advance for your help!!

1 reply

Adrian_A
Adrian_A
Level 8
February 9, 2023

Hi newlearner2022,

 

I know a report that will display your vendor's name and the check number. I'm here to guide you through the steps.

 

Here's how:

 

  1. Click the Reports menu.
  2. On the Banking section, select Check Detail.
  3. Hit the Customize Report button.
  4. On the Display tab, enter and select Check # and Date.
  5. Go to the Filters tab.
  6. Enter Preferred Vendor.
  7. Select a specific vendor.
  8. Click OK.

 

I've also added this reference as your guide in modifying reports: Customize reports.

 

Keep me posted whenever help is needed.

N
newlearner2022Author
February 10, 2023

FYI,

little different on my version...to select the vendor, on the 'filters' tab, scroll down or type in 'Name' so the desired vendor can be selected. Also, I had to select 'Number' instead of 'Check #' to get the actual check # for some reason. I put a check mark by 'Type', 'Number', 'Date', 'Name', 'Paid Amount', and 'Original Amount'.

Other than that, that's what I needed!!! Thanks a lot for your help!!! Gonna be a huge time saver!!

    C
    Candice14
    Level 8
    February 10, 2023

    Good morning, @newlearner2022. 

     

    Thanks for chiming back in on this thread. 

     

    I'm glad my colleague was able to give you a direction to go in so that you could get this problem handled. 

     

    If you need any more assistance, don't hesitate to ask. We're always here to lend a helping hand. Wishing you and your business continued success! 

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