Admin and Finance users can view full vendor details. Employee users can see basic vendor information only.
What You Can See on a Vendor's Detail Page
Each vendor has a detailed view with the following tabs:
Tab | What's Shown |
Overview | Core vendor info, legal name, contacts, custom fields |
Bills | All bills associated with this vendor and their payment status |
Purchase Orders | All POs linked to this vendor |
Spend Requests | All spend requests where this vendor was selected |
Exporting Vendor Data
From the Vendors list, click the "⋮ menu" in the top-right.
Select "Export" — this redirects you to the Statements & Exports page.
Filter by: Vendor Status, Created Date, Payment Terms.
Download as CSV. Vendor documents are exported as a separate ZIP file, named by vendor (e.g., Amazon_001.pdf).