Help:AP1-Edit AP Vendor YTD
The YTD Amounts tab will open a window where you may view the total amounts which have been paid to this vendor during each year represented in the MoverBiz system. All MoverBiz programs modules utilize continuous posting. Each amount is kept in its own proper year and updated continuously. NOTE: These year-to-date amounts actually reside in a separate data file named Vendor YTD Amounts Paid File (AP1D10.TPS).
Adding a Vendor Year: The window titled Adding a Vendor Year is used to add a new year and YTD amount for this vendor. This is especially useful if you are converting your data from an existing accounts payable system into the MoverBiz accounts payable system during a calendar year. This window allows you to enter the total amount which has been paid to this vendor prior to your conversion date. The MoverBiz system will then update this YTD amount as entries are posted for this vendor.
Calendar Year: Enter the Calendar Year for these YTD Amounts paid. The forms 1099-MISC are printed from these amounts. Therefore, these YTD amounts must be kept on a calendar year basis, even if your company has a different fiscal year.
YTD Amount Paid: Enter the cumulative amount paid to this vendor so far during this calendar year.
[ Add ] Press this button to add this new vendor year and amount to the Vendor YTD Amounts Paid File (AP1D10.TPS).
[ Cancel ] Press this button to close this window and return to the previous window without saving any changes. NOTE: If you make any changes in this window and then press the [Cancel] button to ignore those changes, then another window titled Save Record will open which asks "Do you want to save the changes to this record?". For additional information, please see Save Record.
[ Help ] Press this button (if available) or the F1 key to view the Help text for this window.
Changing a Vendor Year:
The window titled Changing a Vendor Year is used to change the YTD information for the selected year.
Calendar Year: The calendar year selected for editing will appear in this field. The forms 1099-MISC are printed from these amounts. Therefore, these YTD amounts must be kept on a calendar year basis, even if your company has a different fiscal year.
YTD Amount Paid: The cumulative amount paid to this vendor during this selected calendar year will appear in this field. You may edit this amount, as needed.
[ Save ] Press this button to save the changes made to this record in the Vendor YTD Amounts Paid File (AP1D10.TPS).
[ Cancel ] Press this button to close this window and return to the previous window without saving any changes. NOTE: If you make any changes in this window and then press the [Cancel] button to ignore those changes, then another window titled Save Record will open which asks "Do you want to save the changes to this record?". For additional information, please see Save Record.
[ Help ] Press this button (if available) or the F1 key to view the Help text for this window.
Removing a Vendor Year:
The window titled Removing a Vendor Year is used delete the selected vendor year and YTD amount.
Calendar Year: The calendar year selected for deletion will appear in this field. The forms 1099-MISC are printed from these amounts. Therefore, these YTD amounts must be kept on a calendar year basis, even if your company has a different fiscal year.
YTD Amount Paid: The cumulative amount paid to this vendor during this selected calendar year will appear in this field.
[ Delete ] Press this button to confirm your desire to delete this vendor year and YTD amount from the Vendor YTD Amounts Paid File (AP1D10.TPS).
[ Cancel ] Press this button to close this window and return to the previous window without deleting this vendor year and amount.
[ Help ] Press this button (if available) or the F1 key to view the Help text for this window.
