Information of getting information

SUGGESTED

I need a report that contains how much I paid to a vendor in a period of time filtered in Vendor tab T5018 Settings" by the fields (1) "Recipient Accnt Number", (2) "Social Insurance Number" and (3) Recipient Type.   This is information that I need for Canadian Gov. Form TA4 and T5018.

Could you help me?

  • 0
    SUGGESTED

    T5018s and T4s can be printed directly out of Sage AP and Payroll respectively. If you need a report to produce the information you need to fill the forms out manually you may need to contact a consultant to assist you in building a reports.  The inquiries can be modified to include/exclude specific fields and subsequently exported to Excel where you can then sort the information in the desired order as well.  It sounds like you need need to be able to specify a specific date range as opposed to retrieving from the stored totals on the vendors though, so using an inquiry may not provide you with what you need.  A report provided with the software in AP that may be helpful can be found in AP, Reports, Miscellaneous, CPRS Preparation report, but it may not sort the way you want it to and/or provide all the information you are looking to include

  • 0 in reply to Denise Paulus

    Thank you Denise.  Your post helped me a lot.  I did really appreciate it.

  • 0 in reply to AnyrtG

    Hi AnyrtG, if the above suggested answer helped, please do mark it as verified for the benefit of others in this forum. Thank ️you!