I need to generate a report for the period of Jan-Dec for any given year for all vendors that were paid >$5,000.

I got the info the hard way by printing out the full Vendor Transactions report and sifting through 2,800 vendors that included all paid amounts that year vs just the total paid !!

All I really needed was a report to give me the following:
Vendor Name - Total Amount paid (if >$5,000 for a given year)

Is there currently a better way to do this? Is it included or planned for in an upcoming release?

Please help!
Thank you

Is this to produce the T5018? That form is supported in the most recent release of Adagio Payables.

Hi Sadie,

Use either the SmartFinder or Filters to select vendors that have the 'Payment amount YTD' greater than 5000. Then export to Excel.

There is also built in statistics handling for 1099 or T5018 forms.

No, we are trying to determine the impact of Bill C-377 for unions where full disclosure is required for all payments > $5,000 made to a member/vendor in a given year must be reported in detail...

We are trying to get a sense of how many fell into that category during 2012...

Aaah!

Warren's suggestion will give you those individuals. You might also decide to turn on T5018 processing as that tracks the payments on a calendar year basis. The "Payment Amount YTD" number will only be accurate if you ran your Payables Year End processing on January 1.

The Toolkit for Adagio will recacluate these figures I believe. Alternatively, this is a pretty straighforward View to create in GridView.

thank you Andrew and Warren, have tried with the Filer and it seems to be working...
I would like to try the T5018 processing option - where in the Company Profile do I have the ability select this option?

We do not have GridView...

Company profile | System/Report Options | System Options next to the Aging Periods - then on a separate tab when the option is enabled.

Thanks Andrew for the reply, but I have no options listed there...
I tried but can't post a screen shot of my Profile tab to show you, will send in an email.
Sadie

Adagio Payables V8.1E?

Sadie:
That feature was added in Payables 8.1E which was released November 2012. If you are on the annual Upgrades plan, you will need to install it.