I am trying to create a report for my Finance Committee that will return the disbursement (cash, credit card, checks) details for vendors as well as vendor record details over a specified period of time.
I have been able to create a report that will show all disbursement details needed (payee, disbursement date, reference, type, check#, amount) but I cannot add any other vendor record details. Our vendor records have a description field that provides context to the services provided by the vendor and we would like to add that to the report.
I have tried creating new report types, however, I have been unable to create a report type that marries the vendor record details with the cash disbursement details that I need.
Has anyone had this issue before? Any recommendations on how to get the data I need to show up in a single report?
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