PRE-REQUISITES

  • You need to be a system admin to be able to download a vendor CSV report.

CSV REPORT DETAILS

The CSV report has the following details -

  • Complete vendor address

  • Payment method(s) enabled for the vendor

  • Vendor AP Spend for the last 12 months

  • Payment count for the last 12 months

  • Last Payment Date

Please note, if there is no payment information available in the last 12 months, the last payment date will be blank.

HOW IT WORKS

STEP 1: Go to Settings --> List Management --> Download CSV

STEP 2: Click on Download CSV button

The CSV report will be downloaded.