Overview
The Vendors table in SmartVendor (Auditoria) is the central workspace for viewing and managing vendor records within AP Invoices. Each row represents a vendor, with columns displaying key details that support identification, invoice 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 eligible for AP Invoices.
Enrolled: Shows vendors enrolled in AP Invoices. For these vendors, SmartVendor automation processes incoming invoice emails (from known or allow‑listed Relaxed Matching Domains) by extracting invoice data, creating document records, and enabling downstream workflows such as Write to SoR.
Unenrolled: Shows vendors not currently enrolled in AP Invoices. Emails from these vendors may still be visible to users, but AP Invoices automation is not applied and invoice processing must be handled manually.
Click Clear All Filters to reset the view.
Table 1. 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 Invoices automation. |
Entity | Main company or tax entity associated with the vendor. |
Category | Vendor’s industry or service grouping. |
Inquiries | Count of active or historical AP-related 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 – AP Invoices
Toolbar Actions in Vendors Tab
The toolbar provides quick access to common actions for efficient AP Invoices 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 Invoices automation; changes affect how future invoice emails from these vendors are processed.
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 across vendor attributes.
Edit Columns Icon: Choose which columns to show or hide to support your AP Invoices workflow.
Export Vendors Icon: Download a CSV containing only the rows and columns currently visible (respects filters and column selections) for AP Invoices analysis or audit.