Vendor TYPE report?

[championcpa]

We are considering using the Vendor Type field for a special purpose and want to have a report pulling out specific types. However, I cannot find a report that will sort by Vendor Type. If this exists, where/how do I get it? Thanks for help!

[NeilZ]

We are considering using the Vendor Type field for a special purpose and want to have a report pulling out specific types. However, I cannot find a report that will sort by Vendor Type. If this exists, where/how do I get it? Thanks for help!

As far as I can tell, there are no reports that sort by Vendor Type. You can select some reports to only pull vendors using the vendor type, but otherwise you'd have to create a custom report.

Evidently that is not something anyone has asked for in the past, as they usually add features that most of their users can get some value from it.

[championcpa]

Thanks for this reply. I tried one vendor with a temporary type and was happily able to get a report from Vendor Activity selecting type. Next question: is there somewhere to list within PC what such a 2 character or digit type means? In Quickbooks, one can create an item list with further descriptions of what the item means. Otherwise I suppose a sticky note on the computer (not the most elegant solution) listing types and meaning would work. At least now we have a start and I thank you!

Margaret

[NeilZ]

Thanks for this reply. I tried one vendor with a temporary type and was happily able to get a report from Vendor Activity selecting type. Next question: is there somewhere to list within PC what such a 2 character or digit type means? In Quickbooks, one can create an item list with further descriptions of what the item means. Otherwise I suppose a sticky note on the computer (not the most elegant solution) listing types and meaning would work. At least now we have a start and I thank you!

Margaret

I'm assuming you're using a version earlier than v12? The earlier versions did not have that capability, you could export the list to Excel, then add that to a local file, but that was it.

Version 12 has a 20 or 30 character vendor type field, so you can expand (and replace) what the code is so it will make sense to all.

[championcpa]

Thanks! We were planning to upgrade to 12 very soon. Another good reason to do so.