MIP Ideas Portal

Vendor Reporting

We need a single report that shows only vendors that have not been paid after a certain date. This report would be helpful in the process of discontinuing vendors.  Latoya Edwards ledwards@crsnyc.org Case #SC0399714

  • Claudine Martin
  • Apr 10 2017
  • Attach files
  • Kristi Wilson commented
    April 18, 2017 14:25

    YESSSSS!  This would be incredibly helpful!

  • Ryan Peters commented
    May 01, 2017 23:43

    We could also use this to clean up our Vendor list, we're getting ready to implement Microix and between duplicates (for different branches of companies), and other people we've paid reimbursements to over the years the active list is much longer than it should be. It would be nice to find all the Vendors we haven't used in the past (year, two years, etc) so that we can set them to inactive.

  • Curtis Cox commented
    November 22, 2017 19:50

    I was able to accomplish this by creating a list of active vendors and a report for vendors we paid in the past two years to include payments (by check). I dumped both reports into Excel, sorted, did a pivot table and those active vendors without zero counted checks were deactivated in MIP. That's the short version.

  • Bruce Nickerson commented
    December 20, 2017 18:41

    Running a filtered Check Register and exporting to Excel should work.

  • Mark Hagerty commented
    February 22, 2018 21:17

    Using the Vendor Activity report to find inactive vendors

    Set up a report name - Inactive Vendors

    Date Item - Last Year (this cover the last fiscal year - the From date can be changed to an older date to pick up additional inactive vendors)
    Content - Report Body
    • Vendor ID
    • Vendor Name
    • Status
    • Class
    • Type
    • Vendor ID <> <Blank>
    • Status = A
    • Total Paid = 0.00
    • Summarize Amounts - Checked