This Help Article will help walk you through the basics of viewing, sorting, filtering, and exporting your vendors. Check out the outlined steps below to get started!
Quick Summary of Step-by-Step Guide:
- Access Vendors
- Vendor Summary
- Find a Vendor
- Sorting Vendors
- Filtering Vendors
- Vendor Notes
- Exporting Vendors
In-Depth Step-by-Step Guide:
Access VendorsTo access your Vendors List, click on the Company tab, then the Vendors sub-tab.
Vendor SummaryThe Vendor summary boxes at the top of the vendor list will provide general financial metrics for all vendors that match your current view. You can filter your list of vendors simply by clicking on one of the first three summary boxes.
The metrics shown are:
Total Billed: This is the total amount of money that has been billed to a vendor. By clicking on this box you will get a list of all vendors that you have billed.
Total Paid: This is the total amount of vendors’ bills marked paid. By clicking on the box you will get a list of all vendors that have been paid.
Total Outstanding: This is the total outstanding balance for vendors that have been invoiced but not yet paid. By clicking on this box you will get a list of all vendors with Outstanding Amounts.
Total Vendors: This gives you a total of all your vendors. It also breaks down the totals by the following vendor types: Vendors, Sub consultants, and Employees.
Overdue: This is a small box that is attached to the bottom of the Outstanding box. This shows you the total amount of money that is currently overdue. By clicking on this box you will get a list of all Vendors who have an Overdue Balance.
Find a Vendor
You can search for a particular vendor by entering their Name or State in the quick search box at the top of the vendor list. Hit 'return' or 'enter' after you've finished typing your intended search. This will filter your vendor list for all vendors that match your search.
Sorting VendorsVendors can be sorted easily by clicking on any of the column headers at the top of the vendors table. For example: If you want to which vendors have the largest amount of Outstanding that is due, simply click the Outstanding column.
You can filter your Vendors by a number of advanced filters by clicking the filter button on the top right side of your Vendor table. This will allow you to filter vendors by multiple criteria at once. For example, if you are wanting to see a list of just your Subconsultants that have outstanding amounts you would select the Subconsultants checkbox and the toggle for Has outstanding balance.
- Vendor Notes
To view notes that have been added to a vendor, click on the Paper icon located between the Vendor and the State. You will know if notes have been added because this icon will be dark.
To export a list of your vendors simply filter your vendor list the way you would like and then click the Export button on the top right side of your vendor's list. This will always export your current filtered view. For more information about how to filter your vendor list to get a list of payments made to your 1099 vendors over a specific time period please see the following article: 1099 Vendors.
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