The Description field allows a total of 60 characters, but an extended description invoice can be created to provide a longer description.
To create an extended invoice description
When printing the check for the invoices, the extended description will print following the previous description on the check stub. The date, invoice number, and amounts print once.
Note: In order to print an extended invoice description, the vendor must have the One Check per Invoice check box cleared in the Vendor file.
The Exclude from 1099 Reporting check box in Invoice/Manual Checks provides the ability to do just that. This check box can be selected or cleared at any point, even if the invoice has been posted to Tabs3 General Ledger.
To exclude an invoice from a Vendor’s 1099 form
Note: The Exclude from 1099 Reporting check box will not be available if the vendor does not have a Federal ID # or 1099 Info entered.
You can print out Vendor Labels as one-across, two-across, or Avery Laser formats, or export the labels to be used in another application.
To print labels for active vendors
If you are new to Accounts Payable, or haven’t added a vendor in a while, it can be helpful to have a refresher on what options and fields are available.
The Adding a Vendor video walks you through adding a vendor that you will pay on a regular basis, shows you how to work with Miscellaneous vendors, and includes helpful tips for choosing the right 1099 options.
Watch this three-minute video here:
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos while in the software by selecting Help | Training Videos.
You do not have to enter a vendor for every business for which you want to print a check. A Miscellaneous Vendor can be set up and used to print checks for those entities for which you will only write one check. You will be allowed to enter a different name and address for each invoice or manual check that is entered for a Miscellaneous Vendor.
To create a Miscellaneous Vendor
When an invoice/manual check is entered for a Miscellaneous Vendor, the vendor name along with three address lines, city, state, and zip information is entered in the Address Details window of the Invoice/Manual Check file. This name and address information is saved along with the invoice or manual check entry; it is not saved in the vendor file.
This can be accomplished by using the Transfer Invoices function. This will allow you to move all of the invoices and checks from one vendor to the other, then you can delete the old vendor when you are finished.
To transfer all invoices and checks from one vendor to another
The Renumber Vendors program can be used to assign new numbers to existing vendors. All invoices, manual checks, EFTs, posted checks, voided checks, recurring entries, and vendor productivity amounts are renumbered as well.
To renumber a vendor
Your vendor will now have the new number and is ready for use.
The Vendor Analysis Report provides month-to-date (MTD), year-to-date (YTD), and to-date (TD) totals for paid posted invoices and discounts taken for each vendor.
To run the Vendor Analysis Report
In Accounts Payable, there is the Cash Requirements Report. This report will display all of your outstanding invoices sorted by Due Date. The GLS bank account balance can optionally be included on this report to show a running bank account balance, allowing you to see how the balance will be affected by the payables on the report.
To specify a running bank account balance be included on the Cash Requirements Report
To run a Cash Requirements Report
The Tabs3 Accounts Payable Software (APS) makes paying bills easier. You can print checks, track vendors, generate 1099-MISC forms, run reports and check registers, and more!
APS lets you write checks to saved vendors as well as vendors that are not individually tracked in the software. For monthly payments, set up recurring entries to create multiple invoices in one step. Writing a check by hand? Enter a manual check that will show up in your check register.
Tracking vendors is a snap. In addition to name and address, you can save information for frequently used vendors such as the Federal ID number, 1099-MISC information, vendor discount information, and more! Month-to-date, year-to-date, and to date paid figures for each vendor are also tracked for easy reference.
APS integrates with Tabs3 Billing and Tabs3 General Ledger Software (GLS) to bring things together. Costs can integrate with Tabs3 when adding, changing, or deleting an invoice or manual check. When integrating with GLS, journal entries are automatically created when checks are posted, and voided checks will create reversing journal entries.
APS also offers many reports that can be run to determine activity in the software, including a Check Register, Pre-Check Register, Cash Requirements Report, Aged Unpaid Invoice Report, Vendor Analysis, and lists for vendors, bank accounts, recurring entries, and voided checks.
If you are not currently using APS, try it out! You can install APS Trial Software using the Tabs3 CD, or download a free trial. Contact your Tabs3 reseller or consultant, or our Sales Department at (402) 419-2200 for pricing and information.
Note: Tabs3 works exclusively with Nelco to provide you with checks guaranteed to work with Tabs3 software.