Managing Vendors

From the Vendors page, you can perform several actions. The vendor’s page displays a summary of vendor transactions.

Managing Vendors:

• Click Purchases on the Navigation menu.
• Select Vendors from the dropdown to access the Vendors page.
• Hover over a vendor to reveal Show, Edit, Duplicate, and Delete options.
• Ticking a Vendor(s) checkbox displays options at the top of the vendor listing. You can Enable, Disable, Delete, or Export vendor(s).

Editing Vendor Details

From the Vendors page:

• Click on a vendor to access the Vendor details page.

• The vendor’s page displays the Contact information, Open, Paid, or Overdue payments and Transactions.
• Click on Edit at the top right corner to update vendor details.

You can create new Bills/Expenses from the vendor page. Created expenses are listed under the Transactions tab on the vendor’s page.

Managing Bills and Transactions from the Vendor’s Page

On a Vendor’s page, you can manage bills and transactions.

To manage bills from a vendor’s page:

• Select a vendor from the Vendors page.
• Under the Bills tab on the vendor’s page, hover over a bill number to see details at a glance.
• Also, hovering over a bill reveals Edit, Duplicate, Print, Download PDF, and more options.

If a bill is unpaid, the option includes Add Payment.

Under the Transactions tab, you can see a combination of bills and expenses with a vendor.

• Hover over a transaction to reveal the Show, Edit, Print, or Share link options.