Vendors dashboard

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:

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 Company settings

4. On the Company settings page, scroll down until you see Accounting settings

5. Under Accounting settings, click the View button next to Vendors

When PAS is enabled

When PAS is enabled for your company’s Wrapbook account, you can use these steps to access Vendors:

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

2. In the dropdown menu, select the project

3. In the left-side navigation, expand the ACCOUNTING menu and then click Vendors

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

Customize and sort the list of vendors

You can use the Display button on the Vendors dashboard to:

• Show/hide and reorder columns

• Sort vendors in the list

Show/hide and reorder columns

1. On the Vendors dashboard, click the Display button

2. Select Columns

3. In the Columns menu:

   • Click the checkboxes to show/hide columns

   • Click on the dots to drag columns to reorder the headers in the vendors list

   • When you’re done configuring the columns, click the Apply button

Sort vendors in the list

1. On the Vendors dashboard, click the Display button

2. Select Sort

3. In the Sort by menu you can select either:

   • Vendor - Low to High

   • Vendor - High to Low

   • Email - Low to High

   • Email - High to Low

Filter vendors

• Click the Filter button to display vendors by:

  • Level - select Company or Project level

  • Transactions by project - select a project

  • Vendor status - Any, Active or Inactive

  • Vendor type - Any, Company or Individual

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.

View vendor transactions

• To see the list of transactions associated with a vendor, click the number in the # of transactions column