Need to mail out letters to multiple vendors? Need envelopes with addresses? Follow this procedure!
Click on Vendor/Ship on the top menu bar.
Click on Print Vendor Listing Report.
Verify the Data Year in the top right corner of the Report Form.
Choose options from the Vendor Filters.
Check off Address on the bottom of the Report Form.
Pick a Sorting Method (by Vendor Name or Amount Paid).
Click Run Report.
Once the report populates, click the Microsoft Excel Icon in the top right corner of the page.
The list will automatically open in Excel. Save the report.
Vendor Names and Addresses are used as examples.
Open Microsoft Word. Open a New Blank Document.
Click on Mailings on the top menu bar.
Click Select Recipients.
Choose Use an Existing List.
Browse for the Vendor Listing Excel File you just saved.
Verify the table you want to use is coming from the correct Excel Sheet.
Select Start Mail Merge.
Choose Envelopes.
Verify the envelope dimensions and size. Keep the dimensions as they are if you want a default letter envelope.
Click the middle of the envelope to select where the vendor’s address will print. To assign this position as The Address Block, click the Address Block at the top of the page.
Verify the address elements and formatting then click Ok.
Click Preview Results then click Finish & Merge.
Select Edit Individual Documents to verify that each envelope as it should be.
