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:

In the left-side navigation, click the dropdown menu
In the dropdown menu, select All projects
In the left -side navigation, click Vendors
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
You can click Select a file to upload the vendor’s W-9 form if its saved to your computer
When you’re done entering the vendor information, click the Save button

Vendors list with details including company names, addresses, and transaction statuses. — *Select* ***All projects****, click* ***Vendors****, and then click the* ***Create vendor*** *button*

Form for creating a vendor with fields for company type and tax classification.

Form fields for entering contact information, including address and phone number.

Form for uploading W-9 with options to enable vendor status and tax settings. — *The Create a vendor page*

Add a vendor

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