Skip to main content

​
Vendors

Vendors are the people or companies you pay—suppliers, contractors, or service providers. You manage them under Vendors (or Suppliers) and link them to expenses and outgoing payments.

​
Where to find vendors

  1. Sign in to the app.
  2. In the sidebar, open Finance → Payables → Vendors (or click Vendors / Suppliers if shown at top level).
  3. You’ll see a list of vendors. Use search or filters to find one.

​
Adding a vendor

1

Open Vendors

Go to Vendors from the sidebar.
2

Add a new vendor

Click Add (or New vendor). The vendor form opens.
3

Enter vendor details

Fill in at least: name, contact (email or phone), and any required fields (e.g. address, tax ID). Save.

​
Using vendors in expenses

When you record an expense, select the vendor as the payee. This links the expense to the vendor so you can see all spend per vendor and track balances if your app supports vendor payables.

​
Next steps

  • Expenses – Record expenses and assign them to vendors.
  • Reports – View spend by vendor if available.