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Forum Post: RE: Fiscal year vendor purchase summary

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Hi Jeff, You definitely need to take advantage of the free training videos on YouTube. SmartList is one of the most powerful features for reporting used by accounting staffers. You also have access to prewritten Excel reports that are refreshable and linked to your company data. Hopefully, your reseller deployed them when your software was installed/upgraded. If you can only go with the Favorites already set up, I would use the Payables Transactions - Transactions by Vendor. You need to exclude Voided Transactions. Select the Columns button, then Add. Double click on the field named Voided to add it to the SmartList Favorite. Click OK and then click on the Favorites button and select Modify. Dump it to Excel and then filter it to include only Payments and Voided = No. Kind regards, Leslie

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