Vendors dashboard

The Vendors dashboard is where you can manage vendors that your company works with.

Access the Vendors dashboard

To access the Vendors dashboard:

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 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

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.

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:

• View the list of vendors that works with your company

• Add a vendor

• Update vendor information

• Upload a CSV file containing vendor information

• Deactivate a vendor

• Export vendor information

• Manage vendor 1099s