Add and manage vendors

Vendors are the suppliers your company buys from. Keep vendor names and contact details consistent so that bills and payment records can be traced to the correct supplier.

Add a vendor

1. Open Vendors from the application menu. You need the Vendors permission.
2. Choose Add or Create.
3. Enter the supplier details requested by the form. Check the legal/business name and tax details against the supplier's documents.
4. Save the record and confirm that it appears in the vendor list.

Maintain records

• Search for an existing vendor before creating a duplicate.
• Update contact or tax information when the supplier provides corrected details.
• Use the vendor record consistently when recording bills and payments.

If you cannot access Vendors

Ask your company administrator to check your role's Vendors permission and whether the feature is enabled for your account.