99.987% uptime·0 security breaches·35+ years in education·Built and supported in the U.S.

Main2026

Posted August 18, 2026

Vendor List

A Vendor List is the Record List of vendor records, the households as seen by the Accounts Payable side of the Finance module. It is available at Finance > AP > Vendors. You need the FinanceAPVendor Full or FinanceAPVendor Read role. Note: Households, contacts, customers, and vendors are all the same records. See Household List.

include all decides which vendors are listed. By default the list shows the households that have been activated as vendors. include all adds every other household, so that a household can be found and activated as a vendor. The list does not have an all divisions checkbox.

Total Invoice Balance and Total Invoice Balance To Date are shown below the grid for the vendors in the current search.

Column explanations:

Alternate Id is the vendor's alternate identifier, typically used for imports or synchronizing with other systems.

Activated shows whether the household has been activated as a vendor.

Invoice Balance is the total of the vendor's invoices less payments in the selected ledger. Balance To Date counts only the invoice amounts due on or before today, less the payments made through today.

Flags shows the flag attributes applied to the vendor. See Configuring Flags.

The list can also show New Purchase Order, New Invoice, and New Payment columns that open the same pages as the buttons on the vendor dashboard. Turn them on with the gear.

Search fields worth knowing:

Contact Names searches the household name, the vendor name, and the names of both contacts, including a contact's previous last name. Names are matched as Last Name, First Name.

Issue 1099 finds vendors flagged to receive a 1099 with Yes or No.

Vendor Balance and Vendor Balance To Date search on the two balances shown in the columns, so a search such as Vendor Balance To Date > 0 finds the vendors with payments due.

Vendor Tax Number searches the tax number recorded on the vendor.

Back with the ATLIS Community

1 min read · Updated May 04, 2026 Article

Was this article helpful?

Your feedback goes to the team that maintains this article.

Thanks. We use this to improve the article.

Still have questions?

Live chat is staffed weekdays 8 am to 7 pm ET. Tickets get a response within one business day.

Open a ticket

New to PCR Educator?

If you landed here from a search and want to see what PCR Educator can do, the demo is the fastest way in. Thirty minutes, no commitment.

Book a demo

Was this article helpful?

More from the Knowledge Base

Still have questions?

New to PCR Educator?