---
title: "Vendors dashboard"
slug: "vendors-dashboard"
updated: 2026-07-07T15:53:17Z
published: 2026-07-07T15:53:17Z
canonical: "help.wrapbook.com/vendors-dashboard"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.wrapbook.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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)](/v1/docs/about-production-accounting) enabled or not.

### When PAS is not enabled

When your company isn’t using [PAS](/v1/docs/about-production-accounting), 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*

![List of vendors with details including address, email, phone, and transaction count.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/Untitled - 2026-05-14T083247.519.png)

*Example of the Vendors dashboard in Wrapbook*

### When PAS is enabled

When [PAS](/v1/docs/about-production-accounting) 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**

![List of vendors with details including address, email, phone, and transaction count.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/Untitled - 2026-05-14T083247.519(1).png)

*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

![Vendors list with search bar and highlighted Airbnb company details displayed.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/Untitled - 2026-05-14T085848.772.png)

*Search by vendor name*

## 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

![Vendors list with options to display, merge, export, and create new vendors.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/Untitled - 2026-05-14T112538.624.png)

*Click the* ***Display*** *button and then select either* ***Columns*** *or* ***Sort***

#### 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

![Settings menu displaying columns for vendor information with checkboxes and apply button.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/Untitled - 2026-05-14T112900.551.png)

*Click on* ***the dots*** *next to a column and drag to reposition it in the column order. Click on the* ***checkboxes*** *to show/hide columns. 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*

![Sorting options displayed for vendors and emails in ascending and descending order.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/Untitled - 2026-05-14T113358.425.png)

*Click to select the sorting method for the vendors list*

## 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*

![Vendors list with filter options for searching and sorting vendor information.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/Untitled - 2026-05-14T083717.373.png)

*Click the* ***Filter*** *button to refine the Vendors list*

## **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*](https://help.wrapbook.com/docs/update-vendor-information#managing-duplicate-vendor-records) to learn more.

![Vendor management interface displaying company-level and project-level vendor information.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/Untitled - 2026-05-14T083515.418.png)

*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

![Vendor management interface displaying Airbnb's details and transaction count.](https://cdn.us.document360.io/67f3ef76-1568-46b4-8047-4792fc3a99ce/Images/Documentation/Untitled - 2026-05-14T085709.264.png)

*Click the* ***number*** *in the* ***# of transactions*** *column to view the list of vendor transactions*

Vendor billing for products or services rendered.

(Purchase Order) A financial document committing the production to expenditure.