Step 5. Print Vendor History (Optional)

2022 Accounts Payable Year-end Checklist

This step is optional.

Save the vendor history report for each vendor for your records. You can print the vendor history to paper or save it as a PDF (recommended). If you do choose to print the report, you should know this is a very large report. It includes vendor information, invoice detail for every invoice, check detail for every check, requisition detail for every requisition, and purchase order detail for every purchase order. [MP4]

Another option is to print the Vendor History Report only for some vendors and not others. For example, you may need to keep a history of the transactions that you've had with a vendor for later.

How do I print the Vendor History Report?

1. Open Connect Accounts Payable > Vendors > Vendor History.

2. Use the Title box to select Vendor History - Calendar Year [Caselle Master].

3. Choose an option.

To save as a PDF (recommended), click Print Preview (CTRL+Q).
To print report, click Print (CTRL+P).

After the Vendor History Report prints, continue to Step 6. Convert Year-end Tax Information.

202011, 2020sep30