Vendor Setup Report (Legacy)

Modified on Tue, Feb 13 at 3:38 PM

Report Title: Vendor Setup Report

Category: AP

Available to: All Users

Pricing Package: Basic


The Vendor Setup Report is an output of all the configuration options associated with the vendors on your account.  

This report will allow you to bulk review your vendor setups to ensure accuracy.

Dashboard View


CompanyCompany level grouping of locations to run the report on. To run the report on all locations, leave this blank.
GroupGroup of locations to run the report on. To run the report on all locations, leave this blank.
VendorTo view invoices from a particular vendor.
EmailPre-populated with the user's email address. Additional emails can be included by appending other comma-separated emails. The report will always be sent to the user, regardless of whether it is included.


PIQ Internal ID
PIQ Internal Vendor ID
Name of Locations within the account
Location IDPIQ Internal Location ID
Company ID
PIQ Internal Company ID
Vendor NameVendor Name as it appears in the UI
Vendor IDVendor ID associated with your accounting software.
PIQ Vendor IDSecondary PIQ Internal Vendor ID
AddressVendor Address

Vendor Email Address

Account Number

Your account number with your vendor (if applicable).

Payment TermsNet terms from your vendor.
Use a Default GLYes/No value if a default GL is coded for this vendor.
Default GL Account
If the "Use a Default GL" is selected, the GL value that is set displays.
Mark as PaidYes/No value if all invoices from this vendor should be marked as paid.
Bank AccountIf Yes is selected for Mark as Paid, the bank account that will be used to generate the offline payment in VendorPay (if applicable).
Auto Mark as ExportedYes/No value if all invoices are to be marked as Exported.
Auto ArchiveYes/No value if all invoices are to be marked as Archived.
Process Header Information Only
Yes/No value if only header details are to be processed; line items will not be included during processing.
Inventory VendorYes/No value if this vendor is used for inventory processing.
Export Line ItemsYes/No value if line items should be included when exporting invoices.
Date Vendor Set UpYYYY-MM-DD when the vendor was set up through the vendor setup process.

*Note:  for Yes/No value fields, the blank would equate to No.

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