Vendor Summary Report

This report will provide a list of Vendors that may/may not receive a 1099 for the purpose of reporting income to the IRS. It can be run for a single school, more than one school, or all schools. Each Vendor will receive a total amount for all schools.

1. Select Funds/Lists/Vendor Summary Report from the list of JCampus modules on the left of the screen.
2. In the setup box uncheck Deposit and Payment (These will be printed through the Deposit Register Report and the Check Register Report).
3. Setup Box Options:
   • District and School default based on security settings of the user.
   • Vendor--Make a selection of one vendor, more than one or leave this field blank to select all vendors.
   • NOTE--The next check boxes will limit the vendor report by selecting only vendor with Supplier #'s or only vendor with 1099's.
   • Account--Make a selection for payments made from one Account, more than one Account, or leave this field blank to select all Accounts.
   • From Date and To Date--Enter the date range for this report. For IRS purposes the date range must be Jan 1 through Dec 31.
   • Total >=--Enter the minimum amount for total payments to each vendor that should be included on this report.
4. Click Ok.
5. The display will appear on the screen.
6. Print the report to send to the district office.
7. File a copy with other monthly documents.

To Print this Report

1. Click the Print button at the bottom of the screen.
2. A popup will appear with a set of document print options--PDF, XLS, CSV, HTML.
3. The default print option will be PDF.
4. Click the print button on this popup and a print preview window will appear.
5. To get the print icon on this window, hover the mouse in the bottom right area of the preview. A grey rectangle will appear with several icons.
6. Click the print icon at the right end of this rectangle. Another print preview will appear.
7. Click the print button at the top left to print the report. Close the print preview.