Columns for the Firm Summary Report

Use the New Section dialog box to select additional columns of information for each section on the summary report. Columns vary depending on which section you selected in the What to Include in Section drop-down list.

Contents

Field	Description
Firm Number	If the employee is a firm, this column displays the firm number assigned to the employee.
Name	This column displays the name of the firm for which the employee has performed work.
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.
Market	This column displays the type of firm associated with the contact.
Status	This column displays the status of the record: Active, Dormant, or Inactive.
Relationship	This column displays your relationship with the record (for example, Consultant, Prospective, or Existing).
Website	This column displays the record's web site address.
Firm Create User	This column displays the user ID of the person who created the firm record in the Firms hub.
Firm Create Date	This column displays the date on which the firm record was created.
Firm Modify User	This column displays the user ID of the person who most recently modified the firm record.
Firm Modify Date	This column displays the date on which the firm record was most recently modified.
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.
Primary Address Description	This column displays the description of the hub record's primary address (for example, Company Headquarters, Main Office, or Billing Office).
Primary Address 1-4	The Primary Address 1 column displays the client's name. The other columns display the hub record's primary address information (street name and number, suite number, postal box number, and so on).
Primary City	This column displays the city from the firm's primary address.
Primary State	This column displays the two-character abbreviation for the state from the firm's primary address.
Primary Zip	This column displays the ZIP code from the firm's primary address.
Primary Country	This column displays the country from the firm's primary address.
Primary Phone	This column displays the phone number at the firm's primary address.
Primary Fax	This column displays the fax number at the firm's primary address.
Primary Tax Regulation Number	This column displays the tax registration number for the client's primary address.
Primary Tax Country Code	This column displays the tax country code for the firm's primary address.
Primary Address Create User	This column displays the user ID of the person who created the primary address in the hub record.
Primary Address Create Date	This column displays the date on which the primary address was created in the firm record.
Primary Address Modify User	This column displays the user ID of the person who most recently modified the primary address.
Primary Address Modify Date	This column displays the date on which the primary address was most recently modified.
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.
Billing Address	This column displays the client's billing street address, city, state, and ZIP code. If the address is too long for the width of the column, it continues on additional lines within the column.
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 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 State	This column displays the two-character abbreviation for the state from the firm's billing address.
Billing Zip	This column displays the ZIP code from the firm's billing address.
Billing Country	This column displays the country from the firm's billing address.
Billing Phone	This column displays the phone number at the firm's billing address.
Billing Fax	This column displays the fax number at the firm's billing address.
Billing Tax Reg. #	This column displays the tax registration number for the firm's billing address.
Billing Tax Country Code	This column displays the tax country code for the firm's billing address.
Billing Address Create User	This column displays the user ID of the person who created the billing address in the record.
Billing Address Create Date	This column displays the date on which the billing address was created 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 Modify Date	This column displays the date on which the billing address was most recently modified.
Memo	This column displays the notes entered in the Memo field on the Overview tab of the respective hub.
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 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 Revenue Amount	This column displays the job-to-date revenue amount for the project.
Project JTD Profit	This column displays the job-to-date profit 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 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 Total Project Cost	This column displays the total cost for the project's linked promotional project.
Promo. Project Firm Cost	This column displays the firm's total cost for the project's linked promotional project.
Promo. Project JTD Total Actual Cost	This column displays the job-to-date total actual cost amount for a 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 JTD Hours	This column displays the job-to-date hours 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 YTD Labor Cost	This column displays the year-to-date labor cost amount 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.
Custom Currency Code	If you set up custom currency fields for any accounts, this column displays the currency code specified for those fields, as specified on the Accounts form (Settings > General Ledger > Chart of Accounts).
Disadvantaged Business	This Yes/No column indicates whether or not the firm is a disadvantaged 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.
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.
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.
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.
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.
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.
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.
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.
Specialty	If the firm is classified as a vendor, this column contains the vendor specialty (for example, Industrial, Retail, or Municipal).
Prior Work	This Yes/No column indicates whether or not the vendor has done work for your firm in the past.
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.
Specialty Description	If the firm is classified as a vendor, this column contains additional information about that firm's specialty.
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.
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.
Annual Revenue	This column displays the annual revenue of the firm.
Employee Count	This column displays the number of employees at the firm.
Competitor	This Yes/ No column indicates whether or not the firm is a competitor.
Government Agency	This Yes/No column indicates whether or not the firm is a government agency.
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.
Approved for use in Processing	By default, a project record is approved for use in processing when an Accounting user adds a new project record. It is disabled for all other users.
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.
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.
Payment Address Description	This column displays the description of the vendor's payment address (for example, Company Headquarters, Main Office, or Northeast Office).
Payment Address 1-4	Payment Address 1 displays the vendor’s name. The other address fields display the vendor’s primary address information (street name and number, suite number, postal box number, and so on).
Payment City	This column displays the city from the vendor’s primary address.
Payment State	This column displays the two-character abbreviation for the state from the vendor’s primary address.
Payment Zip	This column displays the ZIP from the vendor’s primary address.
Payment Country	This column displays the country from the vendor’s primary address.
Payment Terms	This column displays the default payment terms for vouchers entered for the vendor. The available values are: Next: Payment for any outstanding vouchers is processed in the next check processing run. Hold: Payment for any outstanding vouchers is on hold until you change the payment terms. Pay When Paid (PWP): Payment for any outstanding vouchers is processed in the next check processing run after your company receives full payment from the client for the jobs associated with the vouchers.
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.
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.
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.
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.
Discount Code	This column displays the discount code for a vendor.
1099 Required	This column indicates that a vendor should receive a Form 1099 at the end of the calendar year.
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.
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).
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.
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.
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.
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.
EFT Bank ID	This column displays the bank identification number for electronic fund transfer of a vendor.
EFT Account Number	This column displays the account number for electronic fund transfer of a vendor.
EFT Status	This column displays the status of the electronic fund transfer to a vendor.
EFT Remittance	This column indicates if the vendor requires a printed copy (remittance advice) of the transactions in the EFT file.
EFT Email	If the vendor should receive an email copy of the transactions in the EFT file, this column contains the email address.
EFT Addenda	This column displays the addenda record that will be written to the bank file immediately following the EFT entry detail record.
EFT ClieOp	This column indicates that the vendor will be paid by ClieOpe transfers.
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.
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.
Bank Name	This column displays the name of the vendor’s bank to which wires are sent, or from which direct debits originate.
Concatenated Bank Address	This column displays the bank's street address, city, state, and ZIP code. This information is displayed in a single column.
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 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.
Bank Country	This column displays the country from the vendor bank’s primary address.
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 ID	This column displays the bank identification number for electronic fund transfer of a vendor.
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 ID	This column displays the vendor's account identification number in this field.
Payment Notes	This column displays the notes related to the payment.
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.
Account Number	This column displays the number that identifies your customer account with the vendor. This column is available when the Approved for Use in Processing option is selected.
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.
Organization	If your enterprise uses organizations, this column displays the code for the organization that is associated with the record.
Contacts - Name	This column displays the name of the contact associated with the project, using the format Last Name, First Name.
Contacts -Title	This column displays the contact's title (for example, Director, Project Manager, or CEO).
Contacts - Phone	This column displays the contact's business telephone number.
Contacts - Fax	This column displays the contact's fax number.
Contacts - Mobile Phone	This column displays the contact's cell phone number.
Contacts - Home	This column displays the contact's home phone number.
Contacts - Pager	This column displays the contact's pager number.
Contacts - E-mail	This column displays the contact's email address.
Activities - Completed	This column indicates whether an activity is Pending or Completed.
Activities - Type	This column displays the activity type (for example, Phone Call, Meeting, or Email).
Activities - Subject	This column displays a brief description of the activity (for example, Initial Consultation, Planning Meeting, Customer Lunch, or Follow-up Visit).
Activities - Start Date	This column displays the date and time that the activity is scheduled to begin.
Activities - Priority	This column displays the priority ranking that indicates the relative importance of individual activities: High, Medium, or Low.
Activities - Owner	This column displays the name of the employee who is responsible for the activity.
Activities - Primary Firm	This column displays the name of the primary firm associated with the activity.
Activities - Primary Contact	This column displays the name of the contact at the firm associated with the activity. The contact can be a participant in the activity, or the activity can be a task your firm undertakes for the contact.
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 - Project	This column displays the name of the project associated with the activity.
Activities - Marketing Campaign	This column displays the marketing campaign associated with the activity.
Activities - Lead	This column displays the lead associated with the activity.
Activities - Location	This column displays the location where the activity occurred or will occur.
Activities - Notes	This column displays the notes from the activity.
Projects - Is Vendor	This column contains a Y or N (yes or no) to indicate whether or not the firm is classified as a vendor for projects. Vantagepoint classifies the firm based on settings in the Firms hub.
Projects - Is Client	This column contains a Y or N (yes or no) to indicate whether or not the firm is classified as a client for projects. Vantagepoint classifies the firm based on settings in the Firms hub.