Audience: Accounting Manager
Summary: This article explains how to view comprehensive vendor information on a single report including:
- Address and contact information
- Approval rules
- Default payment methods
- Default payment accounts
- Default payment terms
- Print on check name
- Default invoice coding preferences
- ACH information
To access this report, click on the Search tab in MineralTree. Next click the Vendors button followed by the Download Report button. This will download a CSV file containing all of the bulleted items above.
Please note the export has a maximum limit of 10,000 records. You can reduce your query results by using the Advanced Search filter and exporting the records in batches.
Customer Support
Please reach out to Customer Support with any questions:
Please reach out to Customer Support with any questions:
- Phone: 855‑672‑9669
- Email: mtsupport@mineraltree.com