Vendors Reports

Vendors Reports provide information on invoices from and for vendors. These reports can then be exported from the system for tax purposes or to process payments through an outside company. Navigation To access My Report...

The 1096 Prep report displays the totals of returns from 1099 Vendors throughout the year. Either all Legal Entities or only Legal Entities with 1096 balances can be selected for this report to provide your Organization the option of choosing the...

The 1096 Printable Form provides all 1096 information, which can be printed on a 1096 pre-printed form and filed with the IRS. Important Note on Printing When printing this form, ensure to update the following printer settings: ...

Export all 1099 MISC, NEC, and INT data from R365 using the 1099 Export report. Selected forms can be ran individually for each Legal Entity or under a Common Payer and then imported into tax1099.com so that your Organization's taxes can be done ele...

The 1099 Review Report shows all 1099 Customers and their invoices for a set period of time. This report allows the User to see all of the different types of payments associated with Vendors and make any final adjustments if needed before produ...

The 1099-INT Printable Form is produced to report any Interest Income received from a Vendor. The information on this form is organized so that it can be printed directly onto a 1099-INT Form and then sent to both your Vendors and the IRS for t...

The 1099-MISC Printable Form is produced to report any payments made to a Person or Organization that were at least $600, or at least $10 in Royalties or Broker Payments. The information on this form is organized so that it can be printed direc...

The 1099-NEC Printable Form is produced to report any Nonemployee Compensation to a Vendor. The information on this form is organized so that it can be printed directly onto a 1099-NEC Form and then sent to both your Vendors and the IRS for tax...

The AP Aging Report shows all open AP Transactions, including Credit Memos that haven't been applied to an invoice yet, listed with day ranges to show what invoices are current and past due. Even further, transactions are hyperlinked to allow t...

The ComData report will run R365's data to produce a listing of all open, unpaid invoices for Customer's who are signed up for ComData. This export is only beneficial for Users who are signed up for ComData so that ComData can view and pay the ...

The CPX Buyer Export runs the system to display all Legal Entities and their Buyer IDs used for R365 Payments. Click here to learn more information about R365 Payments . Navigation To navigate to CPX Buyer Export, click 'My Reports' u...

The Mineral Tree Export will run R365's data to produce a listing of all open, unpaid invoices for Customer's who are signed up for MineralTree. This export is only beneficial for Users who are signed up for MineralTree so that MineralTree can ...

The Vendor Reconciliation Detail Report will run for a single Vendor as of a specific cut-off date so that a Vendor's statement can be reconciled and inconsistencies can be addressed. This report will display all the AP Transactions entered into ...

The Vendor Reconciliation Summary Report will run for a single Vendor as of a specific cut-off date so that a Vendor's statement can be reconciled and inconsistencies can be addressed. This report will display all the AP Transactions entered into...

The ComData Export is located in My Reports and allows users to export a CSV file that contains a list of any unpaid AP invoices for ComData vendors. The CSV file can then be provided to ComData for payment processing. Vendor Setup...