Vendor categories are helpful for classifying vendors by function (trade, expense, credit card, etc). Vendor categories can be used for filtering in reports and in AP Check Print.
Create a vendor category
- Go to File > Vendor > Category.
- The Vendor Category Master window will appear.
- Click New to establish a new record.
- Enter 5 characters or less as the identifier.
- Enter 30 characters or less as the description.
- Click Save.
Assign a category to a vendor
- Go to File > Vendor > Master > Setup (tab on left) > General (tab on bottom).
- The Vendor Master window will appear.
- Locate the vendor by number or name.
- Enter the new identifier in the Category field.
- Click Save.
Use vendor categories to filter report results
- Go to Accounting > Accounts Payable > Purchase Journal.
- The A/P Purchase Journal window will appear.
- Complete the fields as indicated in the image. Choose a vendor category to filter the report.
- The first section breaks down each G/L account affected by an invoice entered to this vendor and is subtotaled by G/L account number.
- The second section breaks the information down by check number.
- The report total will be the same on both sections.
The result is a 2-part report:
