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3) Enter a Name and Description for the Vendor Category. Once complete select Save & Close. 



Q: What reports are most useful when wanting to view expenses or purchases by Vendor Categories?
A: Vendor Aged Open Invoice is a report that can provide open invoices by Vendor Category. The data genie would be the best tool to use to build a customized report to view purchases by Vendor category and it is very simple to build.


Q: What is the best way to see all Vendor Categories I currently have?
A: The Vendor Categories grid will display all current Vendor Categories. If you would like to see all vendors within a certain Vendor Category, you can use the Manage Vendors Grid and filter by Vendor Category. Once the grid is filtered users can export the grid to excel.

Best Practices 

  1. Vendor Categories are a required field when creating a new Vendor, keeping detailed notes on Vendors will be helpful when it comes time to run reports based on the various categories.

  2. Make sure all Vendor categories are clearly and distinctly labeled to create ideal organization.

Downloadable Guide