Columns for Firm List Report

You can select the columns to display on your report.

Contents

Field	Description
1099 Required	This column indicates that a vendor should receive a Form 1099 at the end of the calendar year.
8 (a)	This Yes/No column indicates whether or not the firm is part of the 8 (a) business development program for small and disadvantaged businesses. This is based on the selections in Socioeconomic Status on the Overview tab of the Firms hub. Minority status information may be useful in preparing proposals.
Account ID	This column displays the vendor's account identification number in this field.
Account ID Type	For wires or direct debits, this column displays the type of account number that is displayed in the Account ID column.
Account Number	This column displays the number associated with the account.
Account Type	This column displays the type of account.
Activities - Completed	This column indicates whether an activity is Pending or Completed.
Activities - Location	This column displays the location where the activity occurred or will occur.
Activities - Marketing Campaign	This column displays the marketing campaign associated with the activity.
Activities - Notes	This column displays the notes from the activity.
Activities - Owner	This column displays the name of the employee who is responsible for the activity.
Activities - Primary Contact	This column displays the firm's primary contact associated with the activity.
Activities - Primary Contact Bus. Phone	This column displays the firm contact's work telephone number.
Activities - Primary Firm	This column displays the name of the primary firm associated with the activity.
Activities - Priority	This column displays the priority ranking that indicates the relative importance of individual activities: High, Medium, or Low.
Activities - Project	This column displays the name of the project associated with the activity.
Activities - Start Date	This column displays the date and time that the activity is scheduled to begin.
Activities - Subject	This column displays a brief description of the activity (for example, Initial Consultation, Planning Meeting, Customer Lunch, or Follow-up Visit).
Activities - Type	This column displays the activity type (for example, Phone Call, Meeting, or Email).
Addenda	This column displays the addenda record that will be written to the bank file immediately following the EFT entry detail record.
Alaska Native	This Yes/No column indicates whether or not the firm is an Alaskan Native. This is based on the selections in Socioeconomic Status on the Overview tab of the Firms hub. Minority status information may be useful in preparing proposals.
Annual Revenue	This column displays the annual revenue of the firm.
Approved for use in Processing	This column indicates if the vendor is approved for use when processing accounting transactions. This column displays if you use Vantagepoint Accounting.
Bank Address 1-4	Bank Address 1 displays the vendor bank’s name. The other address fields display the bank’s primary address information (street name and number, suite number, postal box number, and so on).
Bank City	This column displays the city from the vendor bank’s primary address.
Bank Country	This column displays the country from the vendor bank’s primary address.
Bank ID	This column displays the bank identification number for electronic fund transfer of a vendor.
Bank ID Type	This column displays the type of bank identifier that is entered in the Bank ID field (for example, ABA/Routing). The value for this field is configured in Settings > Labels and Lists.
Bank Name	This column displays the name of the vendor’s bank to which wires are sent, or from which direct debits originate.
Bank State	This column displays the state from the vendor bank’s primary address.
Bank Zip	This column displays the ZIP code from the vendor bank’s primary address.
BIC	This column displays the bank identification code (either 8 or 11 characters) for a vendor in the Columns grid of the Columns & Groups tab. This code is used to transmit the payment to a payee when the .xml file is sent to the bank.
Billing Address Create Date	This column displays the date on which the billing address was created in the record.
Billing Address Modify Date	This column displays the date on which the billing address was most recently modified.
Billing Address Description	This column displays the description of the primary address for the hub record (for example, Company Headquarters, Main Office, or Billing Office).
Billing Address Create User	This column displays the user ID of the person who created the billing address in the record.
Billing Address Modify User	This column displays the user ID of the person who most recently modified the billing address.
Billing Address 1-4	Billing Address 1 displays the record's name. The other address fields display the record's billing address information (street name and number, suite number, postal box number, and so on).
Billing City	This column displays the city from the firm's billing address.
Billing Country	This column displays the country from the firm's billing address.
Billing Fax	This column displays the fax number at the firm's billing address.
Billing Phone	This column displays the phone number at the firm's billing address.
Billing State	This column displays the two-character abbreviation for the state from the firm's billing address.
Billing Tax Country Code	This column displays the tax country code for the firm's billing address.
Billing Tax Reg. #	This column displays the tax registration number for the firm's billing address.
Billing Zip	This column displays the ZIP code from the firm's billing address.
ClieOp	This column indicates that the vendor will be paid by ClieOp transfers. Most often, the ClieOp format is used for payments made to recipients in the Netherlands (in Euros), or where multiple types of currency need to be supported for a single bank.
Competitor	This Yes/ No column indicates whether or not the firm is a competitor.
Concatenated Bank Address	This column displays the bank's street address, city, state, and ZIP code. This information is displayed in a single column.
Concatenated Billing Address	This column displays the firm's billing street address, city, state, and ZIP code. The report shows this information in a single column.
Concatenated Payment Address	This column displays the vendor’s payment street address, city, state, and ZIP code. This information is displayed in a single column.
Concatenated Primary Address	This column displays the firm's primary street address, city, state, and ZIP code. The report shows this information in a single column.
Contact	This column displays the contact used as the default contact for purchase orders that are entered for this vendor.
Custom Currency Code	If you use multiple currencies, this column displays the currency code used for user-defined currency fields.
Default Expense Code	This column displays the expense code that serves as the default when you enter an AP voucher or AP disbursement for the vendor in Transaction Entry. Expense codes are defined Settings > Cash Management > Expense Codes in the desktop application. This column displays only if you set the Enable Expense Codes option to Yes in Settings > Cash Management > Accounts Payable.
Default Tax Code	This column displays the default tax code used in Transaction Entry to calculate taxes for accounts payable vouchers and accounts payable disbursements for this vendor. You specify default tax codes on the Options form in Settings > Cash Management > Options. This column displays only if the Enable Tax Auditing Feature option is set to Yes in Settings > Cash Management > Options.
Discount Code	This column displays the discount code for a vendor.
Discount Percent	This column displays the percentage of the total voucher amount that you want to credit to the discount account when you pay the total amount due within the specified discount period.
Discount Period	This column displays the number of days that the discount applies.
Electronic Payment Method	This column displays the type of electronic payment for the vendor.
Email	This column displays the record's email address.
Employee Count	This column displays the number of employees at the firm.
Federal ID	This column displays the 11-digit number assigned to the vendor by the federal government for tax purposes. If the vendor is a consultant, this number is usually the consultant's Social Security number.
Firm Create Date	This column displays the date on which the firm record was created.
Firm Create User	This column displays the user ID of the person who created the firm record in the Firms hub.
Firm Modify Date	This column displays the date on which the firm record was most recently modified.
Firm Modify User	This column displays the user ID of the person who most recently modified the firm record.
Government Agency	This Yes/No column indicates whether or not the firm is a government agency.
HBCU or Minority Institution	This Yes/No column indicates whether or not the firm is an historically black college or university (HBCU). This is based on the selections in Socioeconomic Status on the Overview tab of the Firms hub. Minority status information may be useful in preparing proposals.
HUB Zone	This Yes/No column indicates whether or not the firm is part of the HUBZone program for small businesses that operate and employ people in Historically Under-utilized Business Zones. This is based on the selections in Socioeconomic Status on the Overview tab of the Firms hub. Minority status information may be useful in preparing proposals.
IBAN	This column is the international bank account number (maximum 34 characters) for an employee. This is used to transmit the payment to a payee when the .xml file is sent to the bank.
Indirect Account	This column displays the account number that receives the debit (explicit posting) when you post vouchers to an overhead or promotional project for a vendor. This account is an indirect expense account.
Is Client	This Yes/No column indicates whether or not the firm record is classified as a client in terms of projects. Firms are classified as clients based on settings in the Firms hub.
Is Vendor	This Yes/No column indicates whether or not the firm record is classified as a vendor in terms of projects. Firms are classified as vendors based on selections in the Firms hub.
Match Method	This column displays the matching method to use to generate AP vouchers from purchase orders for a vendor. The possible values are: 2-way Match: The purchase order must match an existing invoice for Vantagepoint to generate an AP voucher. 3-way Match: The purchase order and the matching invoice must also match a receiving record for Vantagepoint to generate an AP voucher.
Memo	This column displays the text entered in the Notes field in the hub. You can see the contents of this column only if you have the proper security access.
Minority Owned	This Yes/No column indicates whether or not the firm is owned by a member of a group identified as a minority by the government. This is based on the selections in Socioeconomic Status on the Overview tab of the Firms hub. Minority status information may be useful in preparing proposals.
Organization	If your enterprise uses organizations, this column displays the code for the organization that is associated with the record.
Owner	This column displays the person responsible for the record.
Paid Last Year	This column displays the amount paid to this vendor during the previous calendar year. The amount excludes credit card payments made to a vendor in AP Disbursement Transaction Entry.
Paid This Year	This column displays the amount paid to this vendor during the current calendar year. The amount excludes credit card payments made to a vendor in AP Disbursement Transaction Entry.
Project Firm Cost	This column displays the portion of the project cost for which your firm is responsible
Project JTD AR Amount	This column displays the job-to-date amount billed for the project but not yet received. This amount includes taxes.
Project JTD Billed Amount	This column displays the job-to-date billed amount for the project. This amount equals (Labor + Fee + Consultants + Expenses + Units + Interest Billed). It does not include taxes.
Project JTD Direct Cost	This column displays the job-to-date cost of direct expenses for the project.
Project JTD Hours	This column displays the job-to-date hours for the project.
Project JTD Labor Cost	This column displays the job-to-date labor cost for the project.
Project JTD Profit	This column displays the job-to-date profit for the project.
Project JTD Revenue Amount	This column displays the job-to-date revenue amount for the project.
Project JTD Total Actual Cost	This column displays the job-to-date total actual cost for the project's linked promotional project.
Project Probability	This column displays the probability that you will win an in pursuit project. For example, if that probability is 80%, this column displays 80.
Project Total Project Cost	This column displays the total cost of the project. In proposals, this field is also used in the SF255 Item 8e, which asks for "total construction cost of completed projects (or, where no construction was involved, the approximate cost of your work)."
Project Weighted Revenue	This column displays the weighted revenue for the project: Estimated revenue x Probability / 100.
Project YTD AR Amount	This column displays the year-to-date accounts receivable amount (billed but not yet received) for the project.
Project YTD Billed Amount	This column displays the year-to-date billed amount for the project.
Project YTD Direct Cost	This column displays the year-to-date direct cost for the project.
Project YTD Hours	This column displays the year-to-date hours for the project.
Project YTD Labor Cost	This column displays the year-to-date labor costs for the project.
Project YTD Profit	This column displays the year-to-date profit amount for the project.
Project YTD Revenue Amount	This column displays the year-to-date revenue for the project.
Project YTD Total Actual Cost	This column displays the year-to-date actual cost amount for the project.
Promo. Project Firm Cost	This column displays the firm's total cost for the project's linked promotional project.
Promo. Project JTD Hours	This column displays the job-to-date hours for the project's linked promotional project.
Promo. Project JTD Labor Cost	This column displays the job-to-date labor cost amount for the project's linked promotional project.
Promo. Project YTD Total Actual Cost	This column displays the year-to-date total actual cost for the project's linked promotional project.
Promo. Project Total Project Cost	This column displays the total cost for the project's linked promotional project.
Promo. Project YTD Hours	This column displays the year-to-date hours for the project's linked promotional project.
Promo. Project YTD Labor Cost	This column displays the year-to-date labor cost amount for the project's linked promotional project.
Promo. Project YTD Total Actual Cost	This column displays the year-to-date total actual cost for the project's linked promotional project.
Recommend	This Yes/No column indicates whether or not the firm is classified as a vendor, has done work for your enterprise in the past, and is recommended for future work.
Regular Account	This column displays the account number that receives the debit (explicit posting) when you post vouchers to a regular project for the vendor. This account is a direct or reimbursable expense account.
Remittance	This column indicates if the vendor requires a printed copy (remittance advice) of the transactions in the EFT file.
RFQ/PO Template	This column indicates if the vendor is associated with a custom RFQ template or a custom PO template. If the value in this column is PO Template, Vantagepoint looks first at the employee record of the buyer to find a template. If no template is assigned to the buyer, Vantagepoint looks at the vendor record. If no template is assigned to the vendor, Vantagepoint uses the _DEFAULT template. If the value in this column is RFQ Template, Vantagepoint looks only at the vendor record to find a template. If no template is assigned to the vendor, Vantagepoint uses the _DEFAULT template.
Row Count	This column displays the total number of detail lines for each group, based on the sorting and grouping selections. If the report groups data at more than one level, this column displays row counts for all grouping levels.
Separate Checks	This Yes/No column indicates whether or not you print a separate check for each voucher submitted by the vendor. This column is available when the Approved for use in processing option is selected on the Vendor tab of the Firms hub. If this column contains N, Vantagepoint totals all of the vouchers for the vendor that are scheduled for payment and prints one check for the total amount.
Service Disabled Veteran Owned	This Yes/No column indicates whether or not the firm is a small business that is owned by a disabled veteran. This is based on the selections in Socioeconomic Status on the Overview tab of the Firms hub. Minority status information may be useful in preparing proposals.
Small Business	This Yes/No column indicates whether or not the firm or vendor is a small business. This is based on the selections in Socioeconomic Status on the Overview tab of the Firms hub. Minority status information may be useful in preparing proposals.
Specialty	If the firm is classified as a vendor, this column contains the vendor specialty (for example, Industrial, Retail, or Municipal).
Specialty Description	If the firm is classified as a vendor, this column contains additional information about that firm's specialty.
Status	This column displays the status of the electronic fund transfer to a vendor.
Type of TIN	This column displays the type of TIN (tax ID number) of the vendor. Possible values are 1 (FEIN) and 2 (SSN, ITIN, ATIN).
Vendor Number	This column displays the firm number for the vendor you select. If you upgraded to Vantagepoint from Vision, a vendor could have both a vendor number and a firm number. In that case, this field displays the vendor number.
Vendor Type	This column displays the vendor type. You establish the possible values for this field on the Liability Accounts tab of the Accounts Payable settings form in Settings > Cash Management > Accounts Payable.
Veteran Owned	This Yes/No column indicates whether or not the firm is a small business that is owned by a veteran. This is based on the selections in Socioeconomic Status on the Overview tab of the Firms hub. Minority status information may be useful in preparing proposals.
Website	This column displays the record's web site address.
Wire Bank ID	This column displays the vendor bank’s identification number in this field.
Woman Owned	This Yes/No column indicates whether or not the firm is a business owned by a woman. This is based on the selections in Socioeconomic Status on the Overview tab of the Firms hub. Minority status information may be useful in preparing proposals.