How to use Vendor Processing Notes Report

Review What Vendor-Specific Notes Are Being Used During OCR Processing

⚠️ Note: This article applies to version 4.0 of the Nimbello Portal. Features described here may not be available in earlier versions.

The Vendor Processing Notes report allows you to view the notes that were active for specific vendors during a selected timeframe. These notes help processors ensure all required information is included when handling invoices.

📍 Navigating to the Report

1. In your portal, hover over the Reports tab in the main navigation menu.

2. Click on Vendor Processing Notes from the dropdown list.

Example:

🔍 Using the Report

Once you're on the Vendor Processing Notes page:

1. Select a Month and Year – This determines the period you want to review vendor notes for.

   Keep in mind: Most vendors will not have processing notes unless they have special handling instructions.

2. Enter a Vendor Number or Invoice Number:

   • Vendor Number: Displays all notes used for that vendor’s invoices during the selected month.

     • Helpful if you want to track changes in instructions over time. For example, notes may change mid-month.

   • Invoice Number: Use this for a more targeted search to see if specific invoice(s) had any notes associated during processing.

📝 Example

In the image below, the notes for the same vendor changed partway through the month—this is visible when searching by vendor number:

Click to view image

If you have further questions or need help interpreting the results, feel free to reach out to Support@nimbello.com