Vendors Reports

Vendors Reports Overview
Vendors Reports are ran to provide information on the invoices made from and for Vendors. These reports can then be exported from the system for tax purposes or to process payments through an outside company.  Navigation To access ...
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1096 Form
The 1096 Form is a tax document that will display the totals of returns from 1099 Customers throughout the year. The information on this document is laid out to print directly onto a government issued 1096 Tax Form. Navigation ...
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1099 Form
The 1099 Form is produced to report any income received from a Vendor. The information on this form is organized so that it can be printed directly onto a 1099 Form and then sent to both your Vendors and the IRS for tax purposes.  Navig...
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1099 Review
The 1099 Review Report shows all 1099 Customers and their invoices for a set period of time. This report allows the User to see all of the different types of payments associated with Vendors and make any final adjustments if needed before pr...
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AP Aging
The AP Aging Report shows all open AP Transactions, including Credit Memos that haven't been applied to an invoice yet, listed with day ranges to show what invoices are current and past due. Even further, invoices are hyperlinked to all...
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ComData Export
The ComData report will run R365's data to produce a listing of all open, unpaid invoices for Customer's who are signed up for ComData. This export is only beneficial for Users who are signed up for ComData so that ComData can view...
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CPX Buyer Export
The CPX Buyer Export runs the system to display all Legal Entities and their Buyer IDs used for R365 Payments. Click here to learn more information about R365 Payments. Navigation To navigate to CPX Buyer Export, click 'My...
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Mineral Tree Export
The Mineral Tree Export will run R365's data to produce a listing of all open, unpaid invoices for Customer's who are signed up for MineralTree. This export is only beneficial for Users who are signed up for MineralTree so that Min...
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Tax1099.com Export
The Tax1099.com Export is easily downloadable and will include all of the Vendor information needed for Tax1099.com. This export is beneficial only to Users who are signed up for Tax1099.com and who will have them take care of the User'...
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Vendor Reconciliation Detail
The Vendor Reconciliation Detail Report will run for a single Vendor as of a specific cut-off date so that a Vendor's statement can be reconciled and inconsistencies can be addressed. This report will display all the AP Transactions ent...
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