Vendor Activity

Use the Activity tile on the vendor record to view and manage vendor activity. From the Activity tile, you can view and sort vendor activity, as well as add invoices and credit memos to the vendor.

You can also access the Activity summary page which allows you to view summaries of vendor statistics, including invoice and credit memo activity. When you select Activity summary on the Activity summary page, the summary information is displayed in a graph.

Tip: Vendor activity is auto-generated based on changes to the vendor record. If you need to make a change to the vendor record, such as to add an attachment, return to the vendor record and make the adjustment in the appropriate tile.

From the Activity tile on the vendor record, select View all activity. The Activity summary page for the vendor appears. The top of the page displays the transaction totals for the vendor. Please note, voided transactions are not included in these totals.

The graph summarizes vendor activity for the last four years. This graph is interactive, so you can select the information you want to include in the graph. You can also hover over the data points in the graph to view annual totals.

  • Invoiced - Total amount invoiced for the selected year.

  • Paid - Total amount paid for the selected year.

  • Credited - Total amount credited for the selected year.

  • Discounted - Total amount discounted for the selected year.

From the transaction grid at the bottom of the page, use the search feature to locate specific transactions. In the Transaction column, you can view the actual record.

Tip: If multiple pages of transactions appear on the Activity summary page, use the page navigation that appears at the bottom of the list. This way you can easily move from page to page. You can also move and sort the column headers in the list.

To access activity filters, select Filter from the action bar above the list.

These filters make locating transactions easier and faster, and are also useful in creating specific lists of transactions. For example, you can create a list of approved invoices, or unapplied credit memos.

Activity summary filters:

  • Transaction (Credit memo, invoice)

  • Status

  • Post status

  • History

Once you set your filters, click Apply filters. To clear your filters, click Clear.