Entity Review Reports
Transactions without Payees
This report will show you all transactions without payees. You can add payees to them individually or bulk-add. You can also create vendors here.
Newly Added Vendors
This report will show all transactions coded to vendors that have been added in the current period.
This report shows all vendors added in the relevant period, even if they don't relate to the current month's transactions.
As a result, if you are working on your May close, you may see some vendors here that correspond to April coding data. This happens because some part of your April coding work happens in May, so the Newly Added Vendors report will pick up any new vendors added from that coding.
To make sure you get a full list of all new vendors, we also show all vendors that correspond to the May transactions.
Newly Added Customers
This report will show all transactions coded to customers that have been added in the current period.
Duplicate Vendors
This report will show you a list of vendors with similar names that might be duplicates.
If there are any duplicates, you can bulk re-assign the vendor and deactivate the other vendor directly within this report.
Duplicate Customers
Just like the Duplicate Vendors report, this report will show you a list of customers with similar names that might be duplicates.
