Need Vendor Addresses for Selected Payees Before Generating Checks

Max Zapchenk
Max Zapchenk
Facilitator 1 First Anniversary
in Blackbaud Financial Edge NXT® General Discussions

I need to confirm employees' addresses for expense reimbursement checks against HR records before generating weekly checks.

Is there a report I can run that shows me selected vendor addresses (or even all the vendor addresses) for our weekly check run before we hit "Generate"?

I'm hoping there's a report where I could simply update the date as opposed to typing lots of vendor names into a query or opening lots of vendor files each week.

Thanks!

Answers

  • Patricia Nowak
    Patricia Nowak Community All-Star
    Sixth Anniversary First Reply Kudos 1 Name Dropper

    You could think about creating a vendor custom field to identify employee vendor records versus other types and use that customer field to filter down to only those records. You can create a vendor query to pull a list of vendor records with addresses and use the employee vendor record type custom field as a selection criteria to filter output of information to just employee vendor records.

  • Kevin Brazell
    Kevin Brazell Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper
    https://community.blackbaud.com/discussion/85397/need-vendor-addresses-for-selected-payees-before-generating-checks

    You can show the Remit To field even on the invoice list view. This is the address each invoice is to go towards, as well as the check. It's only going to show the description used on the address, so you'd still have to go to vendor record to see the actual address. For vendors with a single address, wouldn't matter, but for vendors that have more than 1 , if you use the description field to indicate the address, you could use that and export it out from that page to excel.

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