{"id":658,"date":"2023-04-07T12:39:42","date_gmt":"2023-04-07T09:39:42","guid":{"rendered":"https:\/\/akaunting.com\/hc\/docs\/bills\/managing-vendors\/"},"modified":"2023-11-23T10:50:43","modified_gmt":"2023-11-23T07:50:43","slug":"managing-vendors","status":"publish","type":"docs","link":"https:\/\/akaunting.com\/hc\/docs\/bills\/managing-vendors\/","title":{"rendered":"Managing Vendors"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">From the Vendors page, you can perform several actions. The vendor&#8217;s page displays a summary of vendor transactions.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/07125218\/from-the-vendors-dashboard-1024x576.png\" alt=\"Managing Vendors\" class=\"wp-image-662\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/07125218\/from-the-vendors-dashboard-1024x576.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/07125218\/from-the-vendors-dashboard-300x169.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/07125218\/from-the-vendors-dashboard-768x432.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/07125218\/from-the-vendors-dashboard-1536x864.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/07125218\/from-the-vendors-dashboard.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Managing Vendors:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click <strong>Purchases<\/strong> on the Navigation menu.<\/li>\n\n\n\n<li>Select <strong>Vendors <\/strong>from the dropdown to access the <strong>Vendors page<\/strong>.<\/li>\n\n\n\n<li>Hover over a vendor to reveal <strong>Show<\/strong>, <strong>Edit<\/strong>, <strong>Duplicate,<\/strong> and <strong>Delete <\/strong>options.<\/li>\n\n\n\n<li>Ticking a Vendor(s) checkbox displays options at the top of the vendor listing. You can <strong>Enable<\/strong>, <strong>Disable<\/strong>, <strong>Delete<\/strong>, or <strong>Export<\/strong> vendor(s).<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/07125304\/checking-a-vendor-checkbox-1024x576.png\" alt=\"Managing Vendors: Ticking a vendor's checkbox\" class=\"wp-image-663\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/07125304\/checking-a-vendor-checkbox-1024x576.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/07125304\/checking-a-vendor-checkbox-300x169.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/07125304\/checking-a-vendor-checkbox-768x432.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/07125304\/checking-a-vendor-checkbox-1536x864.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/07125304\/checking-a-vendor-checkbox.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Editing Vendor Details<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">From the Vendors page:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click on a vendor to access the Vendor details page.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/07125444\/the-vendors-page-displays-1024x576.png\" alt=\"Vendors details page\" class=\"wp-image-665\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/07125444\/the-vendors-page-displays-1024x576.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/07125444\/the-vendors-page-displays-300x169.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/07125444\/the-vendors-page-displays-768x432.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/07125444\/the-vendors-page-displays-1536x864.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/07125444\/the-vendors-page-displays.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The vendor&#8217;s page displays the <strong>Contact<\/strong> information, <strong>Open, Paid<\/strong>, or <strong>Overdue<\/strong> payments and <strong>Transactions.<\/strong><\/li>\n\n\n\n<li>Click on <strong>Edit <\/strong>at the top right corner to update vendor details.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><em>You can create new Bills\/Expenses from the vendor page. Created expenses are listed under the Transactions tab on the vendor&#8217;s page.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Managing Bills and Transactions from the Vendor&#8217;s Page<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">On a Vendor&#8217;s page, you can manage bills and transactions.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/07125401\/to-manage-bills-1024x576.png\" alt=\"Managing the bills of a vendor\" class=\"wp-image-664\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/07125401\/to-manage-bills-1024x576.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/07125401\/to-manage-bills-300x169.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/07125401\/to-manage-bills-768x432.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/07125401\/to-manage-bills-1536x864.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/07125401\/to-manage-bills.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">To manage bills from a vendor&#8217;s page:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select a vendor from the Vendors page.<\/li>\n\n\n\n<li>Under the Bills tab on the vendor&#8217;s page, hover over a bill number to see details at a glance.<\/li>\n\n\n\n<li>Also, hovering over a bill reveals <strong>Edit<\/strong>, <strong>Duplicate, Print<\/strong>, <strong>Download PDF, <\/strong>and<strong> more<\/strong> options.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">If a bill is unpaid, the option includes <strong>Add Payment<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Under the Transactions tab, you can see a combination of bills and expenses with a vendor.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/07125515\/under-the-transactions-tab-1024x576.png\" alt=\"See the transaction records of a vendor\" class=\"wp-image-666\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/07125515\/under-the-transactions-tab-1024x576.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/07125515\/under-the-transactions-tab-300x169.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/07125515\/under-the-transactions-tab-768x432.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/07125515\/under-the-transactions-tab-1536x864.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/07125515\/under-the-transactions-tab.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Hover over a transaction to reveal the <strong>Show<\/strong>, <strong>Edit<\/strong>, <strong>Print<\/strong>, or <strong>Share link <\/strong>options.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>From the Vendors page, you can perform several actions. The vendor&#8217;s page displays a summary of vendor transactions. Managing Vendors: Editing Vendor Details From the Vendors page: You can create new Bills\/Expenses from the vendor page. Created expenses are listed under the Transactions tab on the vendor&#8217;s page. Managing Bills and Transactions from the Vendor&#8217;s [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":623,"menu_order":8,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-658","docs","type-docs","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/658","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/comments?post=658"}],"version-history":[{"count":4,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/658\/revisions"}],"predecessor-version":[{"id":1473,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/658\/revisions\/1473"}],"up":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/623"}],"wp:attachment":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/media?parent=658"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/doc_tag?post=658"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}