Setting Up Vendors

When your employees record their expenses, those entries must be linked to a vendor from the The Vendor List. The vendor list is the primary method of classification for expenses. It can also be used to track non-vendor expenses such as mileage (the default selection), commissions, per diem, and bonuses.

Add a Single Vendor

  1. Click Vendors in the left menu under Lists.
  2. Enter the vendor name in the New Vendor field. (You may wish to click the Show/Hide Optional Fields link to enter additional vendor details.)
  3. Click the Save button to save the vendor.

Note: The default vendor is Mileage and cannot be edited, deleted, or archived. The company-wide mileage multiplier rate can be edited in Company Settings.

Import a Vendor List

  1. Click Vendors in the left menu under Lists.
  2. Locate and click the blue add many… link.
  3. On the following page download and open the import file.
  4. Add vendor names to the file in column A.
  5. Check the box next to Check for duplicate items before adding if you already have vendors in your list in order to avoid creating duplicate entries.
  6. Check the box for the header row if you are using the template file and did not delete the first row with table header information.
  7. Click Browse, navigate to your saved file, and click Open.
  8. Click the Import button.

Note: The system may reject your import due to errors in the formatting and/or data of the spreadsheet. Please do not hesitate to contact us for assistance with the process. We are here to help!

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