Manage Vendors

Create and maintain vendor records so bills, checks, and vendor reporting use the right payee information.

Purpose

Use this workflow when you need a clean vendor record before entering bills, printing or tracking checks, or reviewing vendor-specific activity.

Prerequisites

  • You can open the Vendors page.
  • You know the vendor name you want to use.

Steps

  1. Open Vendors.
  2. Select New to create a vendor, or use the row actions to view or edit an existing one.
  3. Enter the vendor details that matter for your process:
  • Name is required.
  • Company, Email, and Phone support payables communication and lookup.
  • Address fields help complete the payee record when needed.
  • Active controls whether the record stays available for normal use.
  1. Save the vendor.
  2. Use the Vendors page search when you need to find the record later by name, company, email, or phone.
  3. If you need activity by payee, use the vendor row Register action to review journal-entry history tied to that vendor.

Expected Result

The vendor is available for bill entry, check tracking, and vendor lookup. Creating or editing a vendor record does not create a general ledger transaction by itself.

Common Mistakes

  • Skipping vendor setup and typing payee names differently across bills and checks.
  • Treating Vendors as only a contact list. It also supports vendor-level register review.
  • Assuming vendor maintenance posts accounting activity. The vendor record is reference data until you enter a transaction such as a bill.

Info

  • App sections: vendors
  • Last validated: 2026-05-02
  • Screenshot status: not-started