Vendor match report reference
Understand the third party vendor match reports available in Spend Insights and how to use them
Codat's vendor match reports are Excel files generated from your customer's spend data, structured and labeled to meet the requirements of specific card networks and payment platforms. They can be uploaded directly to these platforms without manual processing, reducing time to supplier enablement.
Codat can generate the following vendor match reports:
- Mastercard Match
- Visa Vendor Match
- Wex Vendor
- PayTech
Vendor match reports aren't generated by default. Contact your account manager to enable them for your organization.
The reports are generated automatically after your customer's first data syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. when they connect their ERP or accounting software, or share their spend file. You can then download the Excel file from the Codat Portal.
If your customer shares data via Data streaming, you can refresh the report at any time. For instructions on downloading the report, see Download reports.
Insights
Use the vendor match reports to accelerate supplier enablement across card networks:
- Supplier eligibility: identify which suppliers are not yet on card and quantify the opportunity for each.
- Match rate optimization: complete address, tax ID, and contact data improves supplier matching accuracy on card network platforms.
- Streamlined onboarding: formatted to each platform's requirements, so you can upload the reports directly without manual rework.
- Cross-platform flexibility: the same supplier data powers all four reports, enabling outreach across multiple card networks without additional data collection.
Report data
All four reports share the same set of columns, built using your customer's supplier and spend data. This is the same data used to generate our Spend Analysis report.
Each report also includes additional platform-specific columns or applies specific formatting to match the requirements of each card network and payment platform.
The columns included in each report can be configured to meet your organization's specific requirements. Contact your account manager to request changes.
Additional columns
Mastercard Match
| Column | Description |
|---|---|
| Bill payments and direct costs amount | Combined total of expenses and bill payments for this supplier. |
| Bill payments and direct costs count | Combined transaction count of expenses and bill payments for this supplier. |
| Purchase order count | Purchase order count for this supplier. Report is generated with this field empty to comply with the platform's format requirements. |
| Supplier ID | The supplier's unique identifier in the customer's accounting system. |
Visa Vendor Match
| Column | Description |
|---|---|
| ZIP+4 | Extended postal code in ZIP+4 format, as required by Visa. |
| Country code | Two-letter ISO country code (Alpha-2), as required by Visa. |
| Vendor ID | Platform-specific supplier identifier used by Visa. |
| Number of checks | 12-month transaction count, aggregated to Visa's specification. |
| Total spend | Combined total of bills, expenses, and bill payments for the supplier. |
Wex Vendor
| Column | Description |
|---|---|
| Phone extension, Supplier contact name, Contact first name, Contact last name, Email address 2 | Additional supplier address and contact information. |
| Supplier account number | The supplier's account number as recorded in the customer's accounting system. |
| Number of transactions | Combined count of bills and expenses for this supplier. |
PayTech
| Column | Description |
|---|---|
| Vendor ID | Platform-specific supplier identifier used by PayTech. |