Searching for a Vendor

Corpay Complete simplifies searching for a vendor, and this article will show you how to find a vendor from various modules.

You can search for vendors in the following Corpay Complete modules:

• Approvals
• Vendors
• Purchase Orders
• Accruals
• Invoices
• Credit Memos
• Expenses
• Payments
• Receiving
• Cards
• Budgets
• Documents

NOTE: The visibility of pages and information in Corpay Complete is based on roles assigned to users by a company as well as company configuration. As a result, some pages and information may not be visible to you or may only be available in a view only format.

Finding a Vendor in the Vendors Module

To find a vendor in the Vendors module:

1. Log in to Corpay Complete.
2. Select the Vendors menu item from the left-side navigation pane.

3. Ensure the Toggle Filter icon is selected to enable searching in the Vendors table.

4. On the Vendors tab, search for a vendor by Vendor ID, Name, Company Email, Status, or Vendor Type. In the following example, the user searched for a vendor by vendor Name.

5. Select the vendor Name or View  icon to open the Vendor Details page.

NOTE: You can also search for a vendor on the Contacts or Vendor Tracker tabs in the Vendors module.

Finding a Vendor the Invoices Module

To search for a vendor in the Invoices module:

1. Select the Invoices menu item from the left-side navigation pane.

2. Select from the following tabs:
   • Processing Invoices
   • All Invoices
   • Inbox
   • Pay Invoices

   In the following example, the Pay Invoices tab was selected.

3. Ensure the Toggle Filter  icon is selected to enable searching in the Pay Invoices table.
4. Type the full or partial name of the vendor in the Vendor filter field.

5. Select the Vendor name to open the Vendor Details page.