Update vendor information

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 update vendor information:

  1. In the left-side navigation, click the dropdown menu

  2. In the dropdown menu, select All projects

  3. In the left -side navigation, click Vendors

  4. On the Vendors page, click on a Vendor name to review and update information

  5. On the Edit vendor page, click on the fields to update the information

  6. When you’re finished, click the Save button

Select All projects, and then click Vendors

List of vendors with details including addresses, phone numbers, and transaction counts.

Click on a Vendor name

Form for editing vendor details including company name and tax classification options.

Example of an Edit vendor page