Understanding Vendor List

Overview

The Vendors table in SmartGL (Auditoria) is the central workspace for viewing and managing vendor records used in AP Accruals. Each row in the table represents a vendor, with columns showing key information such as vendor identity, enrollment status, entity association, category, and tags.

By default, the table is organized by Vendor Name, and users can review vendors directly from the list for faster navigation and record management.


Vendor List Filters

At the top of the vendor table, use the available filter options to narrow the list:

  • All: Displays all vendors available in AP Accruals.
  • Enrolled: Shows vendors enrolled for AP Accruals-related processing or workflow participation.
  • Unenrolled: Shows vendors that are not currently enrolled.

The Vendors table includes the following visible columns:

Table 1. Vendor List Columns

ColumnDescription
Vendor NameDisplays the vendor’s name.
Vendor IDUnique identifier assigned to the vendor.
EnrolledIndicates whether the vendor is enrolled. Enrolled vendors display a status icon; unenrolled vendors display --.
Write to SoRIndicates the vendor’s writeback status to the system of record, if applicable.
EntityShows the associated entity or entities for the vendor.
CategoryDisplays the vendor’s business or service category.
TagsShows any tags assigned to the vendor for organization and filtering.

Figure 1. Vendor List – AP Accruals


Available Actions

The Vendors tab provides the following visible actions:

  • Search: Use the search box to find vendors quickly.
  • Tag: Apply or manage tags for selected vendors.
  • Filter: Narrow the list based on available filtering criteria.
  • Export: Export the current vendor list view.
  • Row Selection: Select one or more vendors using the checkboxes beside each row.