How to use the vendor history grid?

To naviagte to the Vendor History grid:

Click on Loan Servicing in the left-hand navigation panel of The Mortgage Office®.
Click on All Vendors.
In the All Vendors grid, select the Vendor and click Edit from the options at the top of the page.

TIP: You can also select the vendor and click History from the icons at the top of the All Vendors grid.

Click History from the options in the panel the left of the page.
Below is a list of available functions in the Vendor History grid:

Button:	Description:
	Click to Edit a record.
	Click to Delete a record. CAUTION: When you delete a record, the information is permanently removed from the database. Once a record is deleted it cannot be recovered.
	Click to display a list of available Actions. Most selections apply to the currently selected record. The available choices are: Reverse Transaction Reprint Check Add Notes to Transaction Show Pending Checks Only
	Click to Group/Ungroup the transactions by check number.
	Click to export the contents of the grid to Microsoft Excel.
	Customize Grid. Opens a dialog window where you can change the display order of the grid columns and whether they are displayed or not.
	Click Refresh to updates the contents of the grid.
	Use the dropdown list to filter the records shown according to date ranges. The choices are: All Dates Year to Date Quarter to Date Month to Date Last Year Last Month
	Use the dropdown list to filter the records shown based on the criteria selected.

TIPS:

For additional information see How to Use the Data Grids.
The grid's contents can be sorted in various ways by clicking any of the grid's column headers. If you click the same column header more than once, the sort will alternate between ascending and descending order.

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