How to Generate a Vendor Name & Address Report

The Vendor Name and Address Report displays the vendor number, type, vendor name, address, phone/fax numbers, HST, Contact, Shipping and Notes information.

Use the following steps to Generate a Vendor Name/Address Report:

1. Click on the Business tab, click Vendor, and select Vendor Reports.

2. Click on the Select a Report Option drop-down menu and select Name/Address Report.

3. If applicable, in the Search by section, select the Vendor Name (selected by default) or Vendor Number radio button.

4. If applicable, enter the vendor name or vendor number in the Starting At and/or Ending At or, click on the Search icon to search for a Vendor.

Note: Refer to How to use Vendor Search for more information on how to use this feature.

If the same vendor is used for the Starting At and Ending At fields, the Exact Match Only selection box will automatically be selected.

5. If applicable, click on the Type Code drop-down menu to select an option.

6. If applicable, click on the Include Deactivated Vendors selection box.

7. In the EFT/Cheque Vendor section, select one of the following radio buttons: EFT Vendor, Cheque Vendor or Both (selected by default).

8. Click on the Generate Report button, or click on the Clear All button to remove all input information and reset the fields to their default values.

9. To download the report in an Excel, PDF or Word file format select the corresponding option and click the Export button.

Note: All exported file types have the Save (Download) or Print options.

Click on the arrows in any column to sort the data. Not all columns will have this option.

10. Click on the Back button to return to the Vendor Reports screen.