Overview
The Vendors table in SmartVendor (Auditoria) is the central workspace for viewing and managing vendor records within AP Helpdesk. Each row represents a vendor, with columns displaying key details that support identification, automation, and compliance. The default view is sorted alphabetically by Vendor Name, but you can sort any visible column and apply column filters as needed.
Vendor List Filters
At the top of the vendor table, use the filter buttons to segment the list:
All: Displays all vendors.
Enrolled: Shows vendors enabled for AP Helpdesk automation. Emails from known or approved contacts (or allow‑listed Relaxed Matching Domains) are matched to the vendor, and a Review Task is created with intent detection, extracted values, and SmartBot-generated drafts, attachments, labels, notes, and any auto-assignment rules.
Unenrolled: Shows vendors not enabled for AP Helpdesk automation. Emails are still visible, and if the sender is known, a basic Review Task may be created. However, SmartBot automation (intent detection and draft generation) is not performed, and the user handles the response manually.
Click Clear All Filters to reset the view.
Table1. Vendors List Columns and Field Descriptions
Column | Description |
|---|---|
Vendor Name | Display name of the vendor organization or entity. |
Vendor ID | Unique identifier automatically assigned to the vendor. |
Enrolled | Indicates whether the vendor is enrolled for AP Helpdesk automation. |
Entity | Main company or tax entity associated with the vendor. |
Category | Vendor’s industry or service grouping. |
Inquiries | Count of active or historical inquiries associated with this vendor. |
Relaxed Matching Domains | Allow-listed, company-controlled email domains used for vendor matching (private domains only). |
Tags | Custom tags applied for search, grouping, or filtering vendors. |
Contacts | Names of key contacts at the vendor company (truncated if multiple). |
Primary email address for vendor communication. | |
Tax ID Type | Type of tax identifier provided (e.g., EIN, SSN, VAT). |
Business Name | Registered business name (may differ from Vendor Name). |
Status | Indicates whether the vendor is currently Active or Inactive in your organization. |
Address | Primary business or billing address (truncated if long). |
Tax ID | Vendor’s tax identification number, if provided. |
Figure 1. Vendor List
Toolbar Actions in Vendors Tab
The toolbar provides quick access to common actions for efficient vendor management:
Search Box: Filter the list by Vendor Name, Vendor ID, or Entity. Supports partial text and updates in real time.
Enroll/Unenroll Icon: Enroll or unenroll selected vendors for AP Helpdesk automation; changes apply to future emails. Enrollment actions are tracked in the audit log.
Relaxed Matching Domains Icon: Add or manage allow-listed, company-controlled email domains for vendor matching (private domains only).
Tag Icon: Create, apply, and manage tags; use Manage Tags to edit or delete tags.
Filter Records Icon: Show filter fields under each column header for advanced, multi-field filtering.
Edit Columns Icon: Choose which columns to show or hide for your workflow.
Export Vendors Icon: Download a CSV containing only the rows and columns currently visible (respects filters and column selections).