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.