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Locating and Running Vendor Certificate Report

Locating and Running Vendor Certificate Report

Description of Issue

How to locate and run Vendor Certificate Report

Context
  • Munis
  • Vendors
  • Vendor Certifications
Cause

Vendor Certificate Report is separate from Vendor Insurance Certificate Report

  • Certifications tab on the vendor record is linked with the Vendor Certificate Report
  • Insurance tab on the vendor record is linked with the Vendor Insurance Certificate Report
Resolution

Vendor Certificate Report is located under the following menu:

  • Accounts Payable>Invoice Inquiry and Reports>Vendor Certificate Report

Running the report:

  1. Click Define
  2. Select the value for the Detect expiration date within field
    1. 30/60/90 days or Expiration Notice
  3. Click Accept
  4. Click your appropriate output options
    1. Excel
    2. Word/Mail Merge
    3. Tyler Notify
Additional Information

Tyler Notify is only available for versions 2020.x+





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