When you first log into Expense Management, Vendor Summary is your default landing page and provides a summary of expenses by vendor in a Card or Grid view. From this page you can access,

The Master Search
The corporate names associated with the vendor
Invoices received for the given month
Accounts approved for processing
Billing Items & Cost Groups that appeared on the invoice for the given month

Navigating the Vendor Summary in Card View

The Card view is the default view for this page and it shows a clickable summary of accounts, lines, and billing items (BI) information for each of your vendors.

For example, if we click on the Lines count for ATT Wireless, a focused Circuits/Lines/ServiceID report will open and provide us billing details for each of the lines. Click on the Service ID to see what billed specific to that service element, or click on the Invoices count to see the invoices that are being summarized.

To return back to the Vendor Summary page, click on General in the top left corner.

Navigating the Vendor Summary in Grid View

You can toggle to the Grid view to see various summary data per vendor.

What am I seeing in the Vendor Summary - Grid view?

Column Name	Description

Column Name	Description
Corp Name	Click the number to display the spend by corporate name.
Invoice	Click the number to display the spend by invoice number.
Account	Click the number to display the spend by account name.
Line/Circuit/ServiceID	Click the number to display the spend by Circuit/Service ID. Note: In the case of a mobile line, there will be more information about each service. For example, user, cost center, IMEI, model, etc.
USOC	Shows the uniform service order code, if provided by the vendor.
Groups	Click the number to display the spend by all Cost Groups. For example, MRC, taxes, usage, etc.
BI (Billing Items)	Click the number to display the spend by all billing line items.
BI Group	Shows a proportional color spectrum of Taxes/Surcharges, Fixed Cost, and Usage. *If there is no color shown, the grouping for Billing Items is pending. We’ll have the billing items classified soon!
Total	The total cost of the invoices for the filtered month in your company’s selected master standardized currency.
%	Displays the percentage in relation to the total spend amount .
Original Invoice	Download icon to download the original PDF invoice.
Invoice Detail	Open the full detail of the invoice, which includes cost, service periods, associated users, buildings, and GL Codes.
Original Total	The native total of the invoice in the native currency.
Original Currency	The native currency of the invoice.

Additional options for Grid view

Customizing your Grid view

There are 16 columns that are part of the Grid view. When you click on the Customize Grid icon, you will see the options to:

Relabel each column header
Make a column sortable
Expose / Hide a column
Move the column order position up or down

When you are done, scroll to the bottom of the page and click Submit. You may also click Reset Value to revert back to the default setup as determined by Asignet.