Sage Intacct Vendor Export Instructions

Pulling detailed reports in Sage Intacct, including supplier information and payment history, involves a few steps within the software. While the specific steps may vary slightly depending on the version of Sage Intacct you are using, the general process should be similar across versions. Here’s how you can approach each task:

Pulling a Supplier Report with Detailed Information

  1. Log into Sage Intacct: Start by logging into your Sage Intacct account.
  2. Navigate to Reports or Suppliers Module: Look for the "Reports" section or the "Purchasing" module, depending on how your Intacct is set up. You might find a direct link to supplier reports or have to navigate through the purchasing module.
  3. Custom Reports: If there's no pre-built report that includes all the details you need (address, phone number, email, contact, EIN, Vendor ID), you might need to create a custom report. Sage Intacct allows you to customize reports extensively:
    1. Choose to create a new report or modify an existing template.
    2. Add fields for the supplier’s address, phone number, email, contact, EIN, and Vendor ID.
    3. Ensure all required fields are included in your report criteria or columns.
  4. Export the Report: Once you have configured your report with all the necessary fields, run the report and then export it in your preferred format, such as Excel or PDF, for further analysis or record-keeping.

Pulling a Report of All Payments to Suppliers in the Last 12 Months

  1. Navigate to the Payments Section:** Within Sage Intacct, find the section for payments or accounts payable. This might be under a broader "Purchasing" or "Finance" module.
  2. Search or Report Feature:** Use the search or report feature to filter payments made to suppliers within the last 12 months. There might be a pre-built report for this, or you may need to create a custom report.
    1. Set the date range to the last 12 months.
    2. Include all relevant payment information, such as payment amount, payment date, supplier name, and any other details relevant to your accounting needs.
  3. Customize the Report:** If creating a custom report, make sure to include all necessary fields. You might also want to aggregate or sort the payments by supplier for a clearer overview of the payments.
  4. Export the Report:** After configuring your report, run it to view the results on the screen. Then, export the data to Excel, PDF, or your preferred format for analysis or record-keeping.

Additional Tips

  • Check Sage Intacct Help or Support: If you’re unsure about any steps, Sage Intacct’s help section or customer support can provide guidance tailored to the specific version you’re using.
  • Data Accuracy: Ensure all supplier and payment data in Sage Intacct are up to date for accurate reporting.
  • Regular Updates: Regularly update supplier information in the system to keep the data accurate and comprehensive.

If you encounter any specific issues or errors during this process, the details of those can help in providing more directed advice.