Adding a New Vendor
Go to Vendors from the left-side menu.
Click Actions near the top-left of the page.
Select New Vendor.
In the New Vendor popup, enter the vendor’s information.
Enter at least a Company Name or Legal Name. You can include both if needed.
If you are working on a smaller screen, scroll within the popup to view additional fields.
Click Save.
The new vendor will be added to your vendor list.
Editing a Vendor
Go to Vendors.
Select the vendor from the list on the left.
Click the Details tab.
Expand Vendor Information.
Click the pencil icon next to the field you want to update.
Enter your changes.
Click Save.
For checkbox fields, you can update the checkbox directly.
Deleting a Vendor
Go to Vendors.
Select the vendor from the list on the left.
In Vendor Information, click the three-dot menu on the right side.
Select Delete.
If prompted, choose whether to move the vendor’s transactions to another vendor.
Confirm the deletion.
The vendor will be permanently removed.