I am looking for an AP report that would show a summary of all payments made to subcontractors for the year, to assist in my annual insurance audits. Is there a way I can sort or filter the vendor transaction history report by vendor class, to show only subcontractors?
Answer
Payment History Report by Vendor Class
Best answer by iqraharrison
the first thing i did was go to checks and payments screen and selected edit generic inquiry (you may need to check permissions for this):
then on the inquiry i went to results grid and added a row which Object = Vendor and data field = VendorClassID:
after you save, you can go back to the inquiry screen by clicking view inquiry (you may need to scroll over to the right as it’s most likely going to be the last column):
then you can filter on the vendor class as well as put a date range for the payment date column and it should give you what you need (in my example i used services instead of subcontractors, but use the ID that you are trying to filter by):
I hope this helps!
+8
the first thing i did was go to checks and payments screen and selected edit generic inquiry (you may need to check permissions for this):
then on the inquiry i went to results grid and added a row which Object = Vendor and data field = VendorClassID:
after you save, you can go back to the inquiry screen by clicking view inquiry (you may need to scroll over to the right as it’s most likely going to be the last column):
then you can filter on the vendor class as well as put a date range for the payment date column and it should give you what you need (in my example i used services instead of subcontractors, but use the ID that you are trying to filter by):
I hope this helps!
Iqra ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*. Proud Acumatica MVP (2024, 2025) - See my journey here: https://community.acumatica.com/community-site-discussions-150/iqra-harrison-acumatica-mvp-2025-28977
+17Hi
Along with
You can edit the GI to pull by year with the correct parameters.
You can also use this to create a Pivot Table.
Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
Thank you both for your solutions.
+17Thank you both for your solutions.
HI
You need to add it to the GI. You can do that by customizing the GI
Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
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