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This idea has been merged into another idea. To comment or vote on this idea, please visit PCA-I-538 We need a simple report for "Payments to Subcontractors" like we had in A/C..
We need to be able to pull "Subcontractor" payments with specific date ranges for GL insurance audit. None of the Vendor payment or invoice history reports allow you to choose vendor type as "Subcontractor" or payment type as "Subcontract Invoice Payment". This can be accomplished in lists and views, using custom filters for date ranges, but is clunky and really not a professional presentation for an insurance audit.
Kara Silva
| Company | B. Taylor Painting |
| Job Title / Role | Vice President |
| I need it... | Yesterday...Come on already |
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Thanks Kara! We have done a lot of self perform this year, so we have a ton of material invoices to vendors, but I will definitely try this. Thanks again for the tip!
Hi Cindy,
I agree that this is totally ridiculous. Out of desperation, I was able to get pretty close by pulling a vendor transactions list and view with the specified date range, then isolating the transaction type to "payment", then isolating the order type to "Subcontract". From there I exported to excel and compared the totals the the "Account Transactions Report for subcontract" It was a bit of a pain, but doesn't sound as difficult as what they are suggesting you to do. I hope this helps.
General Contractors have to give this information to the insurance company for audits EVERY year. I am amazed that this is not something that was made a standard report on this software. I have been told by customer service that I am going to have to manually add up 23 pages of subcontract amounts from the Subcontract Transaction Report to prepare for my audit this month, and I am very unhappy about this.
I agree. I use the vendor invoice history and select the date range that I need and then select the vendors/subcontractors I need the report for. However that being said, I still have to double check some of the totals to ensure I don't include something that was shown in the previous year (our insurance coverage does not run calendar year). Hope this helps you.