Vendors

The Vendors list in Payables is the central location for all your vendor tasks. From this page, you can access all your existing vendors and add new vendors. You can use the menu next to each vendor in the list to quickly view or edit the vendor.

The Vendors list displays all the vendors you have in the system. You can reorder the columns in the vendor list by dragging and dropping the column headers. To change the column headers, select Columns, select what to include, and select Apply changes. To open a quick view of the vendor without leaving the list, you can simply select the record name directly from the list, instead of using the context menu.

To review a vendor's location, select the address and review in Google Maps.

To quickly locate the vendor you want, search or filter the list.

  • To open the record of a specific vendor, search on vendor ID or name.

    Tip: If you don't know the exact name, enter a partial name. If a vendor has a space in the name, like John Van Der Brock, search by comma-first name (i.e., Van Der Brock, John).

  • To view only vendors that share specific criteria such as balance due, last invoice date, or location, filter the list. Choose vendor criteria, then select Apply filters. For information, see Vendor Filters.

To export the vendors list to an Excel .XLSX file, select Export.