How can I get the bill payment date on the saved s...
# suiteanalytics
s
How can I get the bill payment date on the saved search? With related vendor bills
s
The field is called Receive By/Due Date, I think..
s
I am trying to do a 1099 search, I found the search by Marty zigman for 1099 but for some reason that search is only showing bills it doesn’t show the bill payment
For 1099 it’s not about when you received the bill , it is when you paid against that bill correct?
s
Yes, I believe so, since the determination for sending a 1099 is total amount paid.
within the calendar year
Yearli has an add-in search which creates the submission CSV details, as long as you have your 1099-Misc-Category field correctly populated on your accounts.
s
Is it public?
I mean is it a bundle or on there website?
s
It's available in SuiteBundler /app/bundler/bundledetails.nl?sourcecompanyid=4877486&domain=PRODUCTION&config=F&id=199464
1099 Vendor Payment Report - Yearli
s
Thanks let me see if will do the trick thanks for the info
It’s the same thing, I don’t see any bill payment, in the ui I can see bill and related transactions for bill payment but it doesn’t display on the search
c
If you want a search that shows bill payments with the associated bills you could try a transaction saved search. Try Type = Bill Payment, and in the results add Date and then Applied to Transaction.
s
I did no results
I tried applied/applying
c
Weird. It should work if it's set up correctly... I have a search put together like that for 1099 purposes and it works as intended...
s
Hmm , What should I be looking at for setup?
It doesn’t come up for any bill payment not just this
c
Here is a screenshot of the criteria/results of a saved search that is showing the bills with their bill payments....
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As a transaction saved search. For me, this shows the date of the bill payment, the bill payment, the bill amount and and the vendor name.
s
Thanks for sharing, will update you I don’t have a clue why it doesn’t show up
Nope here is what I am doing, maybe you can tell me where i am wrong
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When I remove the main line is true, I get 2 results but I know for fact that there are lot more than 2
s
You are grouping the category and vendor
s
I ungrouped but that’s still only showing me 2 vendors
c
Try removing the account: 1099- Misc from your search criteria and see what you get.
Also keep to main line is false... and see what your results are
s
Thanks 🙏 very much that did the trick , the account isn’t setup correctly, Uff finally thanks @Chloë and @suitedev
🎉 2
Quick follow up to question, I only see the inventory item bills on the 1099 saved search, I created a expense transaction for the vendor I see the result and I don’t see the expense transaction