Vendor Balances

Navigate to Vendor Balances#

• Access the Partner Management sub-module of the Finance module
• Click on Vendor Balances

• This displays a list view of Vendor Balances.

Filter Vendor Balances#

filtering the records:

• Use the Filter button, when clicked, gives you a dropdown where you can specify various parameters for
  • Search string: for filtering records
  • Company: A dropdown list of companies
  • Vendor Group
  • On: Date time
  • Currency: dropdown list of currency types.

View a Vendor Balance#

• Click the vendor number, this will redirect you to the vendor view

• From the vendor view, you can edit, deactivate, merge, recategorize, activate a pending vendor etc.

Export Vendor Balances#

• Export the vendor balances data to excel by clicking the Export button in the toolbar area