Hello, Me and my company are looking to be able to pull all of 2018's AP payments and totals for all the companies we have paid in 2018. Is there any way to pull every vendor we paid in 2018 and get the total that we paid them without having to pull 1 at a time?
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Out of the box for detailed payment, you can use a smartlist Purchasing >> Payables Transactions >> All Payments. If the 'All Payments' smartlist favorite is not created, then just add a Search Definition of Document Type = Payment and then also add your date range (20180101 - 20181231) for 2018This will produce a detailed list of all payments, export to excel and create a pivot.
There is also a summary smartlist Vendor Yearly Summary which you would need to add in the 'Amount Paid YTD' from the PM_Vendor_MSTR_SUM table. Now this pulls from the Vendor Summary tables - so for accurate information, you should be doing routine maintenance and running Payables Reconcile (MS GP >> Tools >> Utilities >> Purchasing >> Reconcile) then Summary/Fiscal Year/Calendar Year.
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