Add a vendor

Vendors is permission based
To update, your account must have one of the following roles enabled:
Role: Company Admin, Company Manager
Custom role with: Vendors - Full access, Project access

To add a vendor:

In the left-side navigation, click the dropdown menu
In the dropdown menu, select All projects
In the left -side navigation, click Vendors
On the Vendors page, click the + Create vendor button
On the Create a vendor page, enter the required information for the vendor and then add any of the optional details that you want to include for the vendor
You can click Select a file to upload the vendor’s W-9 form if its saved to your computer
When you’re done entering the vendor information, click the Save button

Vendors list showing details like address, phone, and transaction status for each vendor.

Form for creating a vendor with fields for company type and tax classification.

Form fields for entering contact information, including address and phone number.

Form for uploading W-9 with options to enable vendor status and tax settings. — *The Create a vendor page*

Add a vendor

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