Supplier report with detailed information
- Log in to your Sage Intacct account.
- Open the Reports section or the Purchasing module, depending on how your Intacct is set up.
- If no pre-built report includes all the details you need (address, phone number, email, contact, EIN, Vendor ID), create a custom report:
- Create a new report or modify an existing template.
- Add fields for the supplier’s address, phone number, email, contact, EIN, and Vendor ID.
- Make sure all required fields are included in your report criteria or columns.
- Run the report, then export it in your preferred format (such as Excel or PDF).
Payments to suppliers in the last 12 months
- Find the payments or accounts payable section, usually under a Purchasing or Finance module.
- Use the search or report feature to filter payments to suppliers within the last 12 months. Use a pre-built report or create a custom one:
- Set the date range to the last 12 months.
- Include payment amount, payment date, supplier name, and any other details you need.
- If creating a custom report, aggregate or sort the payments by supplier for a clearer overview.
- Run the report, then export the data to Excel, PDF, or your preferred format.
Tips
- Check Sage Intacct Help or Support for guidance specific to your version.
- Keep supplier and payment data up to date for accurate reporting.
Bring these vendors into Dash.fi
You have two in-app options:- Sync automatically. Dash.fi integrates with Sage Intacct — connecting the integration syncs your vendors with no manual export needed. See Connect Sage Intacct.
- Bulk import your export. Upload the file you exported on the Vendors tab and map its columns to Dash.fi’s vendor fields. See Import your vendor list.