Viewing Vendor Information in Property Matrix

Vendors can be filtered by status:

You can sort vendors by clicking Vendor Name or Balance. You can also filter vendors with Segments, or use the search bar. For more detail, see How to Use the Global Search Bar.

Click a vendor’s name to view their details in the main pane.

Click the Information button next to the vendor’s name to view basic information, such as contact information and tax ID.

The Current subtab shows current outstanding bills. You can also create new bills or make payments from this area. For more information, see Creating a Bill for a Vendor.

Bank account and routing numbers are hidden by default. To view vendor payment information:

You can view the saved bank account information, but you cannot edit the numbers after the account is first saved.

The Future tab shows upcoming fee schedules and payment dates. This works similarly to the tenant Future tab described in Adding, Editing and Deleting Future Invoices.

The Details tab contains the full vendor profile. See Adding, Editing, and Deleting Vendors.

Footer options include:

Use the Transactions tab to review transaction history and details. See Viewing and Editing Transactions.

Use the Messages tab to send messages to vendors individually or in groups. See Messaging Multiple Recipients.

Use Multi Pay to process payments for multiple vendors. See How to Process Multiple Vendor Payments Using Multipay.

Use Send to send an email or text to vendors. See Messaging Multiple Recipients.

Use Actions for additional vendor management options, including:

Vendors can also interact with the Maintenance page similarly to tenants. See the Maintenance page video. Vendor permissions and visibility can be managed through Settings > User Roles, then assigned from the vendor’s Details tab. See Adding/Editing User Roles.