The Vendors/Suppliers page is where you keep track of the Vendors/Suppliers you work with. Vendors/Suppliers are people or companies that you pay money to, such as a store, utility, landlord, or subcontractors who do work for you.

To add a Vendors/Suppliers

  1. From the left menu, select Expenses then Vendors/Suppliers.
  2. Select New Vendor/Supplier.
  3. Complete the fields in the Vendor/Supplier Information window, then select Save.

Use the Vendors/Suppliers Money bar

The colored bar at the top of the Vendors/Suppliers page is called Vendors/Suppliers Money Bar. It gives you a visual overview of your Vendors/Suppliers interactions.
It shows the number and total amount of the following:
  • Purchase orders you have open with Vendors/Suppliers.
  • Bills from Vendors/Suppliers and how many are overdue.
  • Bills you’ve paid in the last 30 days.

View transactions for a Vendors/Suppliers

To see all the transactions for a particular Vendor/Supplier, select their name on the Vendors/Suppliers page.

You can also:
  • Edit the Vendor/Supplier profile.
  • Create a new Bill, Expense, Purchase Order, or Check/Cheque for your Vendor/Supplier.
  • Filter the list to show only certain transaction types.
  • Print a transaction.
  • Export transactions to an Excel spreadsheet.