Vendor Activity

The Activity tile on a vendor record brings key transaction details together in one place. You can review vendor activity, sort transactions, and create invoices and credit memos without leaving the vendor record. This centralized view helps you reduce context switching and stay focused on completing your work.

Tip: To update vendor details or add attachments, open the vendor record and make changes in the appropriate tile. Activity updates are automatic after you save changes.

Use the Activity summary to analyze vendor performance and transaction history over time. The summary highlights trends and totals so you can quickly assess vendor activity without reviewing individual records.

Open the Activity Summary

From Payables, Vendors, select the vendor record. Under Activity, select View all activity. The Activity summary page opens and displays transaction totals for the vendor. Voided transactions are excluded so totals reflect posted activity only.

Select Filter on the Activity summary page, set the filters you want to apply, then select Apply filters. For more details, see Vendor Activity Filters.

Analyze Activity Trends

The interactive graph summarizes vendor activity for the past three years. Use the graph to identify patterns, compare yearly totals, and evaluate vendor relationships over time. This visual overview helps you quickly recognize changes in spending, payment behavior, and credit usage.

You can select which activity types appear in the graph and hover over data points to view annual totals.

The graph includes:

  • Invoiced – Total invoiced for the selected year.

  • Paid – Total paid for the selected year.

  • Credited – Total credited for the selected year.

  • Discounted – Total discounted for the selected year.

Find and Review Transactions

Use the transaction list to review details, confirm statuses, and troubleshoot issues for each transaction.

  • Search by full or partial invoice number to quickly locate a transaction.

  • Sort and filter the list to find specific records faster.

  • Under Transaction, select the type to open the related record directly.

  • Customize columns to organize information visually, making it easier to scan, compare, and analyze invoices.

Tip: When transactions span multiple pages, use the page navigation at the end of the list to move between pages efficiently.