The Vendor YTD Extract report produces an Excel spreadsheet of Vendor Payment data for the selected year and includes Vendor Full Name, Vendor ID, and these optional fields: Vendor Address, City, State, Zip Code, Business Type, Tax ID, 1099 Category, 1099 Email, YTD Paid, and PropertyCompany name. The report can be sorted by Vendor Name, Vendor ID, Vendor Address, City, State, Zip Code, Business Type, Tax ID, 1099 Category, 1099 Email, and YTD Paid.

If a non-unique item, such as zip code, is selected for the sort, the Vendor ID is used as a secondary sort.

The spreadsheet includes a Vendor Total of YTD Paid for each Vendor and a Grand Total of Vendors reported with Total YTD Paid.

1. From the eFinancials menu, select Reports—AP Reports—Vendor YTD Extract.
2. Click Select PropertiesCompanies. Select the propertiescompanies for which you want to print the report and click Save.
3. For the Year, select a year from the drop-down list.
4. Check the Select All box to include all fields on the report, or check only the boxes for the fields to include.
5. From the Sort by drop-down list, select the sort order for the report: Vendor Name, Vendor ID, Vendor Address, City, State, Zip Code, Business Type, Tax ID, 1099 Category, 1099 Email, and YTD Paid.
6. Click Extract. You are prompted to open or save the report Excel file.

 

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