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Every year we are audited for Workers Comp and General Liability purposes. One report that is ALWAYS needed is a total amount paid to each subcontractor. If we used subcontracts for every job the report they offer under subcontract would work but jobs that are time and material don't use subcontracts, so therefore the amount we pay them isn't in those reports. When we enter a vendor in vendor setup you are asked the default cost type. For all of my subcontractors I use the default cost type of subcontractor. So I should be able to pull a report for amounts paid by vendor according to the default cost type.
Amanda Bolding
| Company | Richey/Zink & Associates Inc. |
| Job Title / Role | Business Manager |
| I need it... | Yesterday...Come on already |
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If you post all your subcontractors to one general ledger account, here is a work around. I pull an account transaction report for my two subcontractor account number. Then export to excel, sort by vendor ID and then use Excel's subtotal feature to get your total per subcontractor.
Michael,
The main info I'm needing is to be able to run a total paid amount for those vendors I have identified as subcontractors in their setup screen under default cost type.. Not all vendors are subcontractors, but not all subcontractors do we run through "Vendor Subcontract". So to be able to specify a cost type (in my case Subcontractor) I would be able to get the info I need for Insurance audits.
Would a report by vendor showing each invoice, invoice total, and Subcontract cost type total (for that Invoice) and the amount paid meet your needs? Or is there additional information needed?
Amanda,
Would a report by vendor showing each invoice, invoice total, and Subcontract cost type total (for that Invoice) and the amount paid meet your needs? Or is there additional information needed?
I agree. Also, it is important that you be able to run the report based on the checks dates for those of us whose insurance periods are not calendar year. I need to report to show payments amounts and dates. This is something that should have been done a long time ago.
Agreed. This option you want would also help with auditing all cost type detail in the general ledger.