View Vendor Information
See a vendor's basic information and the transactions associated with them.
- You must have accounting administrator or the appropriate accounting specialist permissions to perform this task. See Accounting Roles and Permissions for more information.
- In the top-left corner, click your site name then Accounting. Then click Vendors.
- Click the name of the vendor whose information you want to view.
- On the Transactions tab, click the calendar to select a date range, and filter what you see.
- To view open and voided transactions, select Include Open and/or Include Voided.
- For transaction attachments, either:
- Click
to view existing attachments and add more.
- Click Add to attach a new file.
- Click
Filter Vendor Information
Filter the list of transactions for a particular vendor.
- You must have accounting administrator or the appropriate accounting specialist permissions to perform this task. See Accounting Roles and Permissions for more information.
- In the top-left corner, click your site name then Accounting. Then click Vendors.
- Click the name of the vendor whose information you want to view.
- On the Transactions tab, click
.
- Complete the fields for what you want to filter, and click Filter.