Navigating the Vendors Page

This article guides you on how to effectively use the Vendors page, which is the default page when accessing the Vendors module. The Vendors page is where all vendors in Corpay Complete are listed and where users can:

• View all vendors.
• Add new vendors.
• Remind vendors to complete their Vendor profile.
• Edit vendor information.

  Note: Users must have one of the following roles to add and edit vendors: admin_vendor, vendor_no_delete, universal_admin, or application_admin.

• Download vendor data in a CSV or Excel format.

Note: The pages and information you see in Corpay Complete depend on your user role and company settings. Therefore, some content might be hidden or viewable only in read-only mode.

Accessing the Vendors Page

The Vendors page is accessed through the Vendors module.

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

3. The Vendors page will display.

The Vendors Grid

The following table contains descriptions of the column headers and actions in the Vendors grid:

Item	Description
Bulk Action	Click Send Complete Profile Reminder from the Bulk Action drop-down to notify all vendors, or selected ones, to complete their vendor profile.
Quick Filters	Select the Quick Filters drop-down and choose from the following options: Click Clear Filters to remove all filters from the Vendors grid. Click Reset Grid to reset the grid to its default state.
+ Add	Click the + Add button to add a new vendor.
Refresh List Cache	Click the Refresh List Cache icon to refresh the list of vendors in the Vendors grid.
Export Vendors	Click the Export Vendors  icon to automatically create a Vendor Listing report in the Reports module.
Import Vendors	Click the Import Vendors  icon to import vendors in bulk.
Toggle Filter	Click the Toggle Filter  icon to toggle the filter fields in the Vendors grid.
Vendor ID	The Vendor ID column contains the identification number for the vendor.
Name	The Name column contains the vendor’s name. Click the vendor’s name to open the Vendor Details page.
Company Email	The Company Email column contains the company email address for the vendor.
Total Payment Paid	The Total Payment Paid column contains the total amount that has been paid to the vendor.
Open PO Balance	The Open PO Balance column contains the balance of all open purchase orders.
Accrual Balance	The Accrual Balance column contains the balance of all accruals.
Invoice Balance	The Invoice Balance column contains the balance of all invoices for this vendor.
Status	The Status column contains the vendor’s status: Active Inactive New Pending Rejected
Vendor Type	The Vendor Type column contains the type of vendor: Company Employee Internal
Master Admin Email	The Master Admin Email column contains the master administrator email for the vendor.
Source Document	The Source Document column shows the file ID used to upload the vendor in Bulk Operations 2.0.
Actions (column)	The Actions column contains the following action icons: View: Click the View  icon to open the Vendor Details page. Edit: Click the Edit  icon to open the Edit Vendor dialog. Delete: Click the Delete icon to delete the vendor.
Actions (button)	Click the Actions button to display the Actions flyout, then select an option from the list: Clear all filters: Click Clear all filters to remove all filters from the Vendors grid. Export selected data as csv: This option exports selected data in the Vendors grid to a downloadable CSV file. Export all data as csv: This option exports all data in the Vendors grid to a downloadable CSV file. The CSV file will include both visible and hidden columns. Export visible data as csv: This option exports data that is visible in the Vendors grid to a downloadable CSV file. Hidden columns will not be included in the CSV file. Export to Excel: This option exports all data in the Vendors grid to a downloadable Excel file.
Columns (button)	The Columns button opens the Columns flyout where you can add or remove columns from the Vendors grid. Checked columns are included, while unchecked ones are not. To modify the columns, simply check or uncheck the boxes. Use the Columns Search field to search for a specific column.
Pagination & Item Count	The pagination and item count features make it easy for users to find and manage vendor information. These tools allow users to control the number of items shown per page and move between pages easily. First Page: Click First Page  to return to the first page of the Vendors grid. Previous Page: Click Previous Page  to return to the previous page. Page Number: This field lists the current page number. Enter a different one to move through the Vendors grid. Next Page: Click Next Page  to move to the next page. Last Page: Click Last Page  to move to the last page of the Vendors grid. Items Per Page: Select the items per page drop-down to choose how many items display in the Vendors grid. Item Count: The Item Count is found on the right corner of the Vendors grid and shows the number of items currently displaying.