Description of Issue

How to locate and run Vendor Certificate Report

Context

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:

Click Define
Select the value for the Detect expiration date within field
1. 30/60/90 days or Expiration Notice
Click Accept
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+

Browser not supported