Vendors

The Vendors module allows you to manage a list of vendors that your organization purchases goods or services from for business-related purposes. You can enter all necessary contact and billing information for each vendor, and track individual purchases through expense records which are linked to the corresponding vendor record. Managing vendor records is crucial for effective management of your business or organization.

Vendor Module View

When you select the Vendors module from the navigation menu on the left side of the admin portal, you are brought to a table view of all current vendor records. The table view allows you to sort vendors by column types, add/remove columns and filter to view archived or deleted vendors. You can also create new vendors from this screen. Each vendor in the table will have a kebab menu to the left of its entry in the table, where you can manage the vendor record or take actions such as editing, creating new expense records, archiving and deleting.

Viewing a Vendor

To view a vendor's details, select it from the table or list view. The preview panel will appear with 3 tabs. The top of the screen has an Edit button that takes you to the vendor edit screen, and a kebab menu with options to take action on the vendor record. The bottom of the preview panel has two buttons, "New Expense" and "Archive", that allow you to create a new expense record linked to the vendor or archive the vendor and hide it from the default table view.

Overview

The vendor overview tab shows general information about the vendor.

• The total value of all expenses from this vendor is displayed at the top.
• Private and public notes are highlighted, and prefixed with a lock symbol for private notes, and a letter "i" in a small circle for public notes.
• A list of multifunctional interactive buttons link to the user, expense records, and recurring expense records assigned to the vendor.

Details

The details tab has a list of other specifics about the vendor, such as their website, contact information, billing address, and more. Clicking on any of these listed items will copy the value of the item to your clipboard.

Documents

Here you can upload files such as pictures, documents, and more to link to your vendor record. This will mostly only be for your purposes in the admin portal however.

Creating and Editing a Vendor

Creating and editing a vendor in the desktop layout will take you to a new screen with all available fields presented in one view. On the mobile layout it is broken down into tabbed sections, similar to the way they appear in desktop layout, as follows:

Details

• Name - Enter the name of your vendor here.
• Number - This is a generated number for your record keeping purposes to identify different vendors in the system. Customize the number patterns under Settings > Generated Numbers.
• ID Number - An optional and generic field for business ID numbers wherever applicable.
• VAT Number - An optional field to support recording "Value Added Tax" numbers for countries like those in the European Union which require tracking this for tax purposes.
• Website - The website of your vendor can be entered here.
• Phone - A primary contact phone number for the vendor.

Contacts

You can add as many contacts as you like to a vendor record, to represent individuals or departments you may need to contact at some point from the vendor.

• First Name & Last Name - A first and last name for an individual, or simply enter a department name as a first name.
• Email - The preferred email address for the contact.
• Phone - The preferred phone number for the contact.

Notes

• Currency - Optionally include a note about what the vendor's preferred currency is. New expense records linked to the vendor will automatically be populated with this currency choice.
• Public Notes - Public notes may see future implementation, or be included in custom templates for invoices and other records. This is a good placeholder for general descriptions of a vendor.
• Private Notes - Only viewable by admin portal users, you may use this field to leave private comments about a vendor for yourself and your coworkers.

Address

Billing address details for your vendor can be entered here for record keeping purposes.

• Street - The street number, and street name.
• Apt/Suite - Apartment or suite number.
• City
• State or Province
• Postal Code

• Country

  Banking