Trade Contractors and Suppliers that provide goods and services are referred to as Vendors.  CHS is designed to keep you from overpaying vendors ever again!  When Vendor bills are entered, CHS will immediately alert about budget AND Purchase Order/Subcontract overages.  Set up a Vendor to withhold retention, track General Liability and Worker's Comp Insurance, and more! 

If you don't want to remember which accounting number to use when posting a bill, have your accountant help you set up "default" G/L numbers for vendors so they will automatically drop in when entering bills.   (These can be overwritten during data entry, if needed.)

Movies:

• Vendor Setup - Part 1  15:49 min

• Vendor Setup - Part 2  11:29 min

• Payables and Vendors Management Window / Deleting Vendors  13:22 min

• Lists of Vendors  10:29 min

Vendor Lists:

• Basic Vendor Code List

• Vendor Phone List

• Vendor Address and Phone List

• Vendor List Grouped by Cost Code

Can send ALL above to Excel, if needed.

Help Documents:

• Set Up Vendors  (Trades, Suppliers, Etc.)

• Vendors and Payables Management Window

• Vendor Lists (can export to Excel)

• Suggestions For Vendor Files and Payables Paper Flow

How many times have you needed to know how much you've paid a Vendor on one job?  OR, for one type of cost on a job, or all jobs?   Vendor transaction ledgers can be printed based on all types of criteria and selections.  When a vendor says you haven't paid them everything on a job, INSTANTLY prove that you did (If you did!).   What a time saver!

• Vendor Transaction Ledgers  13:22 min.

• Purchase/Work Orders Management  13:12 min

• Regular Transaction Ledger

• Summed by Job

• See reports below in Help Document-->

  • Summed By Invoice Number

  • Summed by PO Number

  • Summed by G/L Number

  • Summed by Cost Type

• Vendor and Payables Transaction Ledgers

• Purchase/Work Orders Management and Tracking

Cut the aggravation of monitoring General Liability insurance for your Trade Contractors down to almost nothing!  CHS will alert you about expired insurance certificates, AND vendors without insurance when entering bills for payment.  It will ALSO prepare an entry to deduct an insurance amount from the vendor's bill, if needed.  When the insurance auditor arrives, click a button and give them the reports they need!  Remove the days of stress preparing for the audit.   We've heard that insurance auditors have walked into our customer's offices and said, "Oh thank goodness!  You use CHS!".

• Insurance Expirations, Alerts, and Audit Reports  10:25 min

• ALSO, don't miss the tutorials about posting Vendor Payables bills that demonstrate Insurance Expiration alerts you will receive during data entry.

• Liability Insurance Audit Report

• Vendor Insurance Alerts and Audit Reports

 Design Waivers of Lien for progressive waivers, final waivers, or other types of waivers as needed.  Instantly produce and track Waivers of Lien for checks that have been written to vendors.

• Waivers of Lien  11:30 min

• Waivers of Lien (you can set up your own text for Waivers!)

• Waivers of Lien

 CHS will gather and print MISC 1099's for trades that you have paid during the calendar year.  Print a "Preview" report to find vendors that need addresses and tax id numbers.  Also, print reports that will show the detail of costs behind the 1099 totals.

• 1099's  10:57 min.

• 1099 Preview Report

• Vendor 1099's