Search > Supplier search

Supplier search

To search for transactions made with suppliers

1. From the main menu, select Search.

   The Supplier Search screen displays. The first row shows the default Supplier filter selection and the current statement period.

2. To find transactions employees have made with:
   • all suppliers, leave the Supplier filter set to All.
   • the top suppliers with the highest amount of transactions, select Top spend suppliers.
     • to find the transactions of the top 10 suppliers, leave the Ranking options set to Top 10 suppliers.
     • you can select other ranking options from the drop-down list.
   • a particular supplier, select Individual and enter the supplier's name.
3. To find transactions relating to:
   • all merchant groups, leave the Merchant Group filter set to All Merchant Groups.
   • a particular merchant group, select that merchant group from the drop-down list.
4. To find transactions relating to:
   • all merchant categories, leave the Merchant Category filter set to All Merchant Categories.
   • a particular merchant category, select that merchant category from the drop-down list.
5. To find transactions made during:
   • the current statement period, leave the Duration filter set to Statement period.
   • a specific period, select Date range and choose the start and end dates.
6. To find transactions made in:
   • the company's default currency, leave the Currency filter.
   • another currency supported by the company, select that currency from the drop-down list.
7. To find transactions:
   • of all amounts, leave the Amount filter set to All amounts.
   • between specific amounts, select Amount range and enter the minimum and maximum amounts.
8. If required, select Include Payments to include those transaction types in your search results.
9. To reset all selections to their defaults, click Reset.
10. To view your search results, click Search.

    Transactions display by merchant category group, then merchant category, then supplier.

    For each supplier, you see the total number of transactions (Transaction count), the total amount spent (Amount) as well as the supplier's physical location (Supplier address).

11. To view more details about supplier transactions, click a transaction to open the Supplier details side panel.