Update vendor information

  • Updated on Dec 15, 2025
  • Published on Mar 5, 2025
  • 1 minute(s) read
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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: Accounting & Cost Tracking: 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

Promote a project vendor to the company level

Vendors is permission based

To update, your account must have one of the following roles enabled:

  • Role: Company Admin, Accountant, Company Manager

  • Custom role with: Accounting & Cost Tracking: Vendors - Full access

In Wrapbook, you can move a vendor record created at the project level to the company level so the information can be accessed by authorized team members on any company project.

Here’s how:

  1. Go to the Vendors dashboard

  2. On the Vendors dashboard, scroll, search, and/or apply filters to find the vendor record

  3. Click the three dots next to the vendor record, and select Promote to company level

  4. In the Promote vendor to company level popup, click the Confirm button

Vendors list showing options to edit and promote vendor levels in a project.

On the Vendors dashboard, click the three dots next to the project-level vendor that you want to promote and then click to select, Promote to company level

Confirmation prompt to promote Aa Movers as a company-level vendor for projects.

In the popup confirmation, click Promote vendor

Managing duplicate vendor records

In Wrapbook, vendors created at the project level are scoped to that project and don’t replace or modify any existing company-level vendor record for the same vendor.

If a duplicate vendor record is detected when trying to promote a record from the project level:

  • You won’t be able to select Promote to company level

  • An alert will tell you This vendor cannot be promoted because it has the same TIN/EIN as another company vendor

Vendor promotion blocked due to duplicate TIN/EIN with another company vendor.

An alert will notify you if the vendor already exists at the company level

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