Add a vendor

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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:

  1. Go to the Vendors dashboard

  2. On the Vendors page, click the Create vendor button

  3. 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

  4. You can click Select a file to upload the vendor’s W-9 form if its saved to your computer

  5. When you’re done entering the vendor information, click the Save button

List of vendors with details including name, address, email, and status.

From the Vendors dashboard, click the Create vendor button

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