The Vendor List Report provides a comprehensive list of all vendors listed in the Expense Section of Paythepoolman.
Here's where to find this helpful report!
1) From your Company Dashboard, click on REPORTS located in the black side bar on the left of your screen.
2) Next, select VENDOR LIST REPORT under the fourth section called OPERATIONAL REPORTS.
3) A screen similar to the one below will open. You can look up a specific customer's name in the SEARCH BAR at the top of the screen, or click on the arrows in the blue bar of each section for more sorting options.
4) There are more options in the upper right hand corner where you can toggle to view each customer's details; view full screen; or click on the arrow to open a drop down menu for export options.
Be sure to check out our other Help Pages and our YouTube Channel with over 100 videos and tutorials!
Here's the link: https://www.youtube.com/@Paythepoolman
If you have any other question or need further assistance you can reach out to our Support Team at support@paythepoolman.com or (951) 234 5166.
Office hours: Mon-Fri 8AM to 4PM EST| 5AM to 1PM PST
Have a nice day!