Review a vendor's activity and transactions

UnitConnect shows vendor activity at two levels: the Vendors overview for all vendors, and each vendor's own Overview and Transactions tabs.

The Vendors overview

Click Vendors in the sidebar without selecting a vendor to see the Vendors overview:

• Totals for Total vendors, Active vendors, Inactive vendors and YTD spend. Click Active vendors or Inactive vendors to filter the list to them.
• Recent payments and Coming up — the latest paid expenses and the next unpaid ones. View all opens them in Expenses.
• By type — how your active vendors split across vendor types.
• Top vendors · YTD spend — the vendors you have paid the most this year.

To find a vendor, use the search box above the list (it matches the vendor name, type and code), or narrow the list with the All properties and All types filters. To see deactivated vendors, click the filter button next to the search box and choose Inactive under View.

A vendor's Overview tab

Select a vendor. The Overview tab opens first.

• Snapshot — Unpaid, Linked accounts, how many are Active, Total spend YTD and Avg transaction. Unpaid is what you still owe the vendor: the total and how many expenses, with how many are overdue. Click it (or View in Expenses) to open those expenses in Expenses, filtered to this vendor and Unpaid, where you can pay them. If a property is selected in the property filter above the vendor list, the figures cover that property only.
• Needs Attention — for example, a vendor that is inactive, has no linked accounts, or has open follow-ups in its communication log. Click an item to go where it is dealt with.
• Recent Activity — the latest payments and log entries.
• Quick actions — Record expense, Log communication, Link account, Edit vendor and Upload document, depending on your permissions.
• Linked Accounts — the vendor's active accounts by property. Deactivated accounts and accounts whose property no longer exists stay off this list; click View all accounts to open the Accounts tab (filter Status to Inactive or All statuses to see them).

A vendor's Transactions tab

Click the Transactions tab to see every expense recorded against the vendor.

1. Narrow the list with:
   • the property picker (shown when no property is selected in the vendor list filter),
   • All, Unpaid or Paid — Unpaid includes overdue expenses and switches the date range to All time, so nothing still owed is hidden,
   • the date range — it starts at Last month to today; choose All time for the full history. A paid expense is dated by its paid date, an unpaid one by its due date (or its expense date when it has no due date),
   • Check # starts with… to find a particular check,
   • the filter button for Account, Bank account and Amount.
2. Click a column header to sort. Status shows Paid, Scheduled, Unpaid or Overdue, as in Expenses. The footer shows how many transactions match and their total (Unpaid total when Unpaid is selected).
3. Click a row to open the expense beside the list. Click ⋮ on a row for View expense or Edit expense.

The display settings button on the right lets you show or hide columns (Account #, Bank account, Check #, Description, Invoice #, Memo) and the summary strip with Transactions, Total amount and Avg transaction.

Activity

The Activity tab lists changes made to the vendor record: who changed what, and when.