Select the Vendor Master Updates tile. The Onboardings screen displays the status of the vendors you have invited.
You can click a link on the Onboardings timeline for a vendor to get additional details. You can Resend or Cancel an invitation to the vendor, if necessary.
Export Your Onboardings List
You will not be able to view the onboarding status of vendors that have been invited by others, and your colleagues will not be able to view your onboardings list.
However, you can export a list of vendors you have invited along with their onboarding status and other information to an Excel file. You can then share the Excel file with colleagues to apprise them of your vendor onboardings if you are planning to be out of the office. In addition, you can create a rule in your email application to forward your PaymentWorks email alerts to your colleague(s).
Click the CSV download icon from the left panel and click OK in the confirmation dialog box. You can use the filters in the panel to limit the data exported.
A link to the file will be sent to your email. The size of the vendor list might affect the time that the email is sent.