Vendor Report

From EDgearWiki
Jump to navigationJump to search

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.

Menu Location

Funds > Lists > Vendor Report

Setup Options

  • In the setup box uncheck Deposit and Payment (These will be printed through the Deposit Register Report and the Check Register Report).
  • 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.
  • Report Type--Detail or Summary
    • Detail will show every transaction for the month.
      • School, Vendor Number, Vendor Name, Date, Check Number, Amount, Supplier Number and 1099 Req
    • Summary will show the net amount for the time frame used in the setup box along with the individual schools listed in the SCH column. Additional information about the vendor, such as the mailing address, will also be included.
      • School, Vendor Number, Vendor Name, Sum, Address, City, State, Zip, Supplier Number and 1099 Req

Click Ok. The display will appear on the screen. Use the instructions below to print the report.


To Print this Report

  1. Click the Print button at the bottom of the screen.
  2. Click the print icon. Another print preview will appear.
  3. Click the print button at the top left to print the report. Close the print preview.



Funds Main Page


JCampus Main Page

Retrieved from EDgear Wiki