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Our Insurance Auditor asks for this every year when he comes to do our Policy Renewal Audit. I am told I can run a Vendor Payments report, but it includes ALL VENDORS and there is not ability to filter just the Subs.....
Sandi McClure
| Company | Cal Electro Inc |
| Job Title / Role | Acctnt |
| I need it... | Yesterday...Come on already |
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Over 4 years old, and it appears that a solution was close in October 2019. Our auditors ask for these same reports. It takes quite awhile to create our own reports. A simple selection tool (like listed below) would make this very easy. We could toggle on the box that is "subcontract" and also click a box that says "checked as subcontractor", enter our date range...and then we are set. Let's implement a solution and get it rolled out. No reason for the 4 year delay.
I think that she is referring to invoices that are associated with a subcontract. I know that would be very helpful to me also.
Cindy Abbott
Office Manager
PO Box 23737, Waco, TX 76702
Office: (254) 662-9311
Fax: (254) 662-9274
This is VERY important!
Tamara & Sandi,
Are you wanting all invoices that have a subcontractor associated or all invoices for vendors who are marked "can be a Subcontractor"?(In this case, there could be some invoices that do not have Subcontracts associated to them) The solution to address this varies depending on what you are needing.
I had to use the Vendor Payment History report and select my subcontractors one by one to get the report I needed. There is a checkbox on the Vendor set up "can be used as Subcontractor" but it does not appear on the Vendor look up grid. That would be an easy fix to this problem if they would just add it to the look up grid! Case closed!
Sandy,
I assume that the list of invoices should be the ones in which there is a subcontract associated to the invoice. Not just all invoices (regardless if there is an associated subcontract) for vendors marked as a subcontractor?
What information do you need to have on that report?
Sandi, Since they are so slow in actually getting us the improvements we need and deserve to have. Here is what I do. I go the AP Vendor invoice history. Enter a start and end date the then select just the vendors I kow are subcontractors. Hope this will help you.