Overview
The Vendors dashboard is where you can manage vendors that your company works with.
How to access the Vendors dashboard
The way you access vendors in Wrapbook depends on if your company has the Production Accounting Suite (PAS) enabled or not.
When PAS is not enabled
When your company isn’t using PAS, you can use these steps to access Vendors:
In the left-side navigation, click the dropdown menu
In the dropdown menu, select All projects
In the left-side navigation, click Company settings
On the Company settings page, scroll down until you see Accounting settings
Under Accounting settings, click the View button next to Vendors
When PAS isn’t enabled, select All projects, click Company settings, and then click the View button next to Vendors
Example of the Vendors dashboard in Wrapbook
When PAS is enabled
When PAS is enabled for your company’s Wrapbook account, you can use these steps to access Vendors:
In the left-side navigation, click the dropdown menu
In the dropdown menu, select the project
In the left-side navigation, expand the ACCOUNTING menu and then click Vendors
When PAS is enabled, select the project, expand the ACCOUNTING menu, and then click Vendors
The Vendors dashboard will open
See an overview of vendor details
On the Vendors dashboard, vendor names are listed along with the following details: Level, Address, Email, Phone, # of transactions, and Status
Search for vendors
To find vendors, enter the vendor’s name in the Search by vendor name field
Filter vendors
You can filter vendor listings by clicking the dropdown menus for Vendor type, Vendor status, Level, and Transactions by project
Vendor access levels
In Wrapbook, vendors can be created at the company and project levels. You can see what level of access a vendor record has on the Vendor dashboard in the Level column.
Company-level vendors are shared across projects and have persistent records managed centrally by the company
Project-level vendors are tied to a specific project and are added at the time of invoice or PO creation. Creating a vendor at the project level does not replace or change any existing company-level vendor record for the same vendor. See Managing duplicate vendor records to learn more.
You can see what level of access (Company or Project level) a vendor record has on the Vendor dashboard in the Level column
View vendor transactions
To see the list of transactions associated with a vendor, click the number in the # of transactions column
Vendors options
From the Vendors dashboard you can: