Manage Vendors

The Vendors page in Emburse Pay shows all vendors synced from your invoice system and available for payment processing. You use this page to review vendor payment readiness and assign a default funding account for each vendor.

This page is available to users in Emburse Enterprise Invoice and Certify AP who have the required permission to access Emburse Pay. Emburse Pay currently supports payments for vendors in the United States and Canada. Vendors outside the United States and Canada cannot be paid through Emburse Pay. Invoices for those vendors can be marked as paid offline.

Requirements to Access

  • Your organization uses Emburse Enterprise Invoice or Certify AP.
  • Your user profile has the required permission assigned:
    • Emburse Enterprise Invoice: Invoice B2B Dashboard Enabled
    • Certify AP: Accounting Review Permission
  • Vendors and invoices already exist in your invoice system and are synced to Emburse Pay.

Vendors Page Overview

Vendors page showing search, filters, and the vendor list table

Vendors page UI elements

UI element Description
Search Filters the vendor list by vendor name or address.
Vendor Status Narrows the list based on vendor payment status.
Payment Method Filters the vendor list based on the payment method, such as bank transfer, credit card, or check.
RESET Clears all applied filters and returns the full vendor list.
EXPORT Downloads the current vendor list for offline review or reporting. The Export dialog lets you configure the export. By default, exports include all available data.
Vendor list table Displays all synced vendors, including status, vendor details, open invoices, and ready-to-pay amounts.
Status Indicates whether the vendor is eligible for payment processing.
Vendor Shows the vendor name and address information synced from the invoice system.
Settlement Account Displays the funding account assigned to the vendor, if one is set.
Payment Method Displays the payment method used for the vendor, if available.
Open Invoices Shows the number of unpaid invoices for the vendor.
Next Due Date Shows the earliest due date among the vendor open invoices. This helps you identify upcoming payment deadlines.
Ready to Pay Shows the total amount currently eligible for payment.
More actions Opens vendor-specific actions, including the Payment details dialog and Vendor details dialog.

To manage vendor-payment accounts, see Manage Accounts Used to Fund Vendor Payments.

To manage virtual cards used to pay vendors, see Pay Vendors Via Virtual Card.

View Vendor Details

  1. Go to Emburse Pay and select Vendors.
Vendors page in Emburse Pay
  1. Locate the vendor you want to view.
  2. On the vendor row, select More actions.
  3. Select Vendor Details.
Vendor Details option in the More actions menu
  1. When you finish reviewing the vendor details, select CLOSE to dismiss the dialog.
Vendor Details dialog showing vendor information

Export Vendors from the Vendors page

You can export a filtered list of vendors from Emburse Pay for reporting or offline review. By default, exports include all data available.

  1. Go to Emburse Pay and select Vendors.

  2. Select EXPORT.

  1. In the Export Vendors dialog, select one or more Payment Method options:

    • BANK_TRANSFER

    • CC

    • CHECK

  2. Select one or more Vendor Status options:

    • PAYABLE

    • NOT_PAYABLE

  3. Select EXPORT.

The system downloads a file containing only the vendors that match your selected criteria.

 

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