Export vendor information

Updated
  • Updated on Mar 26, 2025
  • Published on Mar 5, 2025
  • 1 minute(s) read

Vendors is permission based

To update, your account must have one of the following roles enabled:

  • Role: Company Admin, Company Manager

  • Custom role with: Vendors - Full access, Project access

From the Vendors page, you can export the following information to a CSV file:

  • Vendor listing

  • Vendor spend summary

  • Vendor spend detailed

The table below lists what data is included in each of the vendor export options.

Vendor listing

Vendor spend summary

Vendor spend detail

Includes:

  • Company name

  • Last name

  • First name

  • Payee name

  • DBA name

  • EIN/SSN

  • Address

  • Contact

  • Phone number

  • Email

  • W-9 on file

Includes all of the details in the Vendor listing export plus…

  • Project

  • Transaction type

  • Transaction #

  • Ref. #

  • Transaction description

  • Transaction date

  • Period

  • Transaction amount

  • Post status

  • Bank

  • Payment type

  • Payment #

  • Payment date

Includes all of the details in the Vendor spend summary

plus…

  • PO number

  • Location

  • Production/episode

  • ACCT

  • Set

  • Free fields

  • 1099 code

  • 1099 vendor

  • Detail description

  • Detail amount

  • Asset

To export vendor information:

  1. In the left-side navigation, click the dropdown menu

  2. In the dropdown menu, select All projects

  3. In the left -side navigation, click Vendors

  4. On the Vendors page, click the Export button

  5. In the Export dropdown menu, select the type of information that you’d like to export: Vendor listing, Vendor spend summary, or Vendor spend detailed

Once you select the type of information you’d like to export, the CSV file will automatically be downloaded by your computer. To access the file, navigate to where your computer saves new downloads.

List of vendors with details including address, phone, and status information.

Select All projects, click Vendors, then click the Export button

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