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Aug 4, 2020 2:08 AM UTC
Question

How to print a report for a specific vendor show total monies paid since its inception?

Original commenter did not share additional details

6 replies

Aug 4, 2020 3:24 AM UTC

Hi @drfoxworth-gmail , 

To get your vendor totals:

  1. Select Reports from the left menu.
  2. Enter the report name as Transaction List by Date.
  3. Choose Transaction List by Date.
  4. Select a Report period to the year.
  5. For Group By, select Vendor.
  6. Select Customize.
  7. Filter by the following Transaction Types:
    • Bill Payment (Check)
    • Bill Payment (Credit Card)
    • Cash Expense
    • Check
    • Credit Card Expense
    • Credit Card Credit
    • Vendor Credit
  8. (Optional) If you want to report on a particular vendor or group, select the Name ▼ drop-down menu, then select the appropriate vendor(s).
  9. Select Run Report.
  10. Select Save customization, then select Save. Note: You can create a new name for the report.

Then Export to Excel for the total the column. Please see this article  for more details. Comment below for further concerns. Cheers.

Aug 11, 2021 6:00 PM UTC

You did not answer his question.

Aug 4, 2020 4:30 AM UTC

We'll customize a report to get the data you need, drfoxworth-gmail.

 

We can pull up the Transaction List by Vendor report and filter the data for a specific vendor. Here's how:

  1. Click Reports on the left menu and search Transaction List by Vendor.
  2. Click the Customize button and enter the correct Report period under the General section.
  3. Go to the Filter section and mark the vendor in the Vendor field.
  4. You can do the same in the Transaction Type field if necessary.
  5. Click Run report.

Once you've finalized the customization on the report, we can already print it:

  1. Click the printer icon on the customized report.
  2. In the Print, email, or save as PDF window, set the Report print settings.
  3. Click Print.

You can always get back to us if you need further assistance in customizing the report.

Jun 9, 2024 8:15 PM UTC

Where is the Filter Section in step 3?