Vendors Page

The Vendors Page displays a list of all Vendors in the system. Users can double click into the vendor row to open a specific vendor record.

Users can customize their view by changing the column order and showing or hiding certain items. To find specific vendors, Users can filter for specific information in column headers. Once a view is customized, users can save the view. This allows Users to quickly view the information that they deem to be most valuable for their organization. Users can edit and save views. Learn more about working with list views.

Navigation Steps

Click the Accounting application.
Click Accounts Payable to expand the folder.
Click Vendors to open the page.

Search

Navigate to pages with the R365 global search bar:

Enter all or part of the page name in the R365 global search bar.
Select the page from the results list.

Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance.

Security

The following permissions are associated with the vendor form:

Accounts Payable
- Vendors
  - View Vendors
  - View Vendor Tax IDs for Individuals
  - Edit Vendors
  - Create Vendors
  - Access Restricted Vendors
  - Merge Vendors
  - Delete Vendors
  - Vendor Bank Account Information
    - View Vendor Bank Account Information
    - Edit Vendor Bank Account Information

These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.

Vendors Page

Buttons and Fields

	Button/Field	Description
1	Create	Opens a blank vendor form to create a new vendor. Learn how to create a new vendor.
2	Views	Saved table filters and column settings. The highlighted view is currently displayed. Click on a view to display the table with the saved filter and columns settings. Learn more about managing table views.
3	Table Options	Filter - Opens the Filter menu, where filters based on column values can be applied. When filters are applied, the number of conditions is displayed next to the button. Columns - Opens the Columns menu, where table columns can be hidden, shown, and rearranged. The number of hidden columns is displayed next to the button. Export - Exports the table to a .csv file. Refresh Data - Refreshes the table without changing the view.
4	Vendor Row	The details for an individual vendor record.
5	Bulk edit checkbox	Selecting at least one row will open the action barwith bulk edit actions.

Columns

Below is a list of all columns available to add to the table:

Column	Description
Name	The name used for the vendor within the organization.
Priority	The priority status assigned to the vendor, which determines the priority field on the invoice. Vendor priorities assist in identifying and prioritizing the payments on a payment run that should be processed first to optimize cash flow.
Payment Hold	Indicates whether the vendor is on a payment hold, with options displayed as yes or no: Yes: The vendor is on payment hold, preventing payments until the hold is removed. Payment Run: Invoices for the vendor, even if due, are excluded from payment runs. Manual Payment: The vendor does not appear in the vendor list when processing a manual payment. No: The vendor is not on a payment hold and can be paid through standard processes.
Number	The identification number used by the organization to reference the vendor or any other value used to sort or identify vendors.
Email (Primary Contact)	The primary email address for the vendor. This is the email that will receive purchase orders.
Vendor Group	Vendor group to which the vendor is assigned.
Tax ID	The Tax ID for the Vendor, which may be the EIN (Employer Identification Number).
Comment	Displays user entered text added to the comment field of the vendor record.
Is Restricted Use	Indicates whether the vendor is available to users with restricted vendor access. Yes: The vendor is not available to users with restricted vendor access. No: The vendor is available to users with restricted vendor access.
Entry	Displays the method by which invoices are entered into R365: by account or by item. By Account: organizes invoice details by general ledger (GL) accounts. Instead of listing individual items, users allocate costs directly to the appropriate GL accounts. By Item: allows users to input invoice details based on specific items. Each item is listed individually, including its quantity, unit cost, and total amount.
Payment Method	Displays the payment method by which the vendor will be paid when creating payments: R365 Payments ACH Check Credit Card Auto-Direct Debit
Last R365 Payment Method	Displays the most recent payment method used by R365 payments for the vendor: Check ACH vCard
R365 Payments	Displays the current vendor status with R365 Payments: Yes: the vendor is setup for use with the R365 payments service No - Complete: The vendor
Phone	Phone number for the primary contact.
Street 1	The vendor’s mailing address street 1.
Street 2	The vendor’s mailing address street 2.
City	The vendor’s mailing address city.
State	The vendor’s mailing address state. The State field is optional for countries that do not use states or provinces. Learn more about field requirements by country.
Zip	The vendor’s mailing address zip.
Primary Contact	The primary contact for the vendor.
Inactive	Displays the inactive selection for the vendor: yes or no. Yes: The vendor is inactive and cannot be selected in other areas of the software. No: The vendor is active and can be selected in other areas of the software.
1099 Company Name	The name that matches the Tax ID - EIN.
Default 1099 Form	Displays the default 1099 form selected for the vendor: 1099-NEC 1099-MISC 1099-INT
Default 1099 Box	Displays the default 1099 box selected for the vendor.
Default 1099 Form “Allow Override”	Displays the selection made for the vendor on the 1099 tab. Yes: Allow box override. No: Do not allow box override.
1099-MISC	Displays the status of the 1099-MISC form: active or inactive.
1099-MISC Box	If the 1099-MISC form is active, the 1099-MISC box selection is displayed in this column.
1099-NEC	Displays the status of the 1099-NEC form: active or inactive.
1099-NEC Box	If the 1099-NEC form is active, the 1099-NEC box selection is displayed in this column.
1099-INT	Displays the status of the 1099-INT form: active or inactive.
1099-INT Box	If the 1099-INT form is active, the 1099-INT box selection is displayed in this column.
Exclude from 1099 Processing	Displays the user selection for excluding the vendor during 1099 processing: yes or no. Yes: The vendor will be excluded from 1099 processing. No: The vendor will not be excluded from 1099 processing.
IsActive1099IntForm	Indicates the status of the 1099-INT form, either active or inactive.
IsActive1099MiscForm	Indicates the status of the 1099-MISC form, either active or inactive.
IsActive1099NecForm	Indicates the status of the 1099-NEC form, either active or inactive.
VerifiedShippingAddress	Indicates whether the shipping address is verified. Verified addresses are listed as yes, while unverified addresses are are listed as no. Learn more about address verification.
Check Name	Displays the vendor name as it appears when printed on a check from within Restaurant365.
Bank Account Number	Displays the vendor bank account number to be used in ACH and positive pay files.
Routing Number	Displays the vendor routing number to be used in ACH and positive pay files.
Default Expense Account	Displays the default expense account that is automatically populated when entering invoices for the vendor.
Payment Term	The agreed-upon payment conditions in a contract or invoice detailing how and when a vendor will be paid for goods or services. They define payment timelines (e.g., Net 30) and are used to calculate the due date.
Default Mark as Paid	Displays the selection for default mark as paid: yes or no. Yes: The vendor will be marked as paid automatically when an invoice is approved. No: The vendor will not be marked as paid automatically when an invoice is approved.
Created By	Name of the person who created the vendor in the R365.
Created On	Date when the vendor was created.
Modified By	Name of the person who last updated the vendor.
Modified On	Date when the vendor was most recently updated.