Vendor Reports Overview

Use the vendor reports to review information entered in the Vendor Info Center.

You can also analyze the transactions for each vendor. For example, you can check the paid status of invoices or check cash requirements.

Related Topics:

  • Cash Requirements
    Before you generate accounts payable checks, review the Cash Requirements report to review vouchers with unpaid balances and evaluate the effect that the payments will have on your cash accounts.
  • Cash Requirements Bank Summary
    The Cash Requirements Bank Summary displays the balance for each bank code, the total amount of scheduled payments for vouchers posted to the bank code, and the projected balance after the payments are made.
  • CRM Vendor Summary
    The CRM Vendor Summary report shows all information entered in the Vendor Info Center, including user-defined fields. The information is grouped into default sections, but you can also create user-defined sections.
  • Vendor Audit
    The Vendor Audit report displays the user IDs and dates for each update, delete, and insert action performed on records in the Vendor Info Center. If a vendor record is deleted, the name of the vendor is blank wherever that record is displayed on the report.
  • Vendor Audit Detail
    The Vendor Audit Detail report displays original and new column values for each update, delete, and insert action performed on records in the Vendor Info Center. If a vendor record is deleted, the name of the vendor is blank wherever that record is displayed on the report.
  • Vendor List
    The Vendor List provides a listing of your vendors from the Vendor Info Center. In addition, you can select other columns for the report to add a variety of other vendor information.
  • Vendor Mailing Labels
    You can print vendor mailing labels on a selection of standard Avery labels. You can also print mailing labels on labels that require other formatting.
  • Vendor Summary
    The Vendor Summary report displays all information entered in the Vendor Info Center, including user-defined fields. The information is grouped into default sections, but you can also create user-defined sections.
  • Voucher Ledger
    Use the Voucher Ledger to review all transactions related to the vouchers you enter in Vision, including payments, adjustments, and voids.
  • Voucher Schedule
    Use the Voucher Schedule as a projected payment schedule for unpaid vouchers, to respond to inquiries from vendors, and to monitor your cash flow. The amounts on this report should balance to the liability account balances on your Balance Sheet.
Parent Topic: Report Descriptions Overview