Add a vendor

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 add a vendor:

Go to the Vendors dashboard
On the Vendors page, click the Create vendor button
On the Create a vendor page, enter the required information for the vendor and then add any of the optional details that you want to include for the vendor including:
1. Upload W-9
2. Disable vendor status to active
3. Enable vendor as taxable
4. Default codes (this option shows only to companies using PAS, see Set up default coding rules for vendor transactions (PAS).
When you’re done entering the vendor information, click the Save button

List of vendors with details including name, address, email, and status. — *From the* *Vendors dashboard, click the* ***Create vendor*** *button*

Form for creating a vendor with fields for company details and contact information. — The *Create a vendor* page

Add a vendor

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