1. Administrator Guide
  2. Expenses
  3. Vendors

Vendors

Vendors are optional in the Expenses application settings. They are primarily used for vendor management and reporting. When a receipt is entered into an expense report, a vendor can be selected. Vendors are also used in the Purchases application.

To enable vendors in the Expenses application, go to Administration > Application Settings > Expenses > Other settings and clear Hide the Vendor field on receipts box.

Setting the vendor on receipts is useful for tracking spending at particular vendors to obtain discounts on services or products. Vendors play a much more important role if you use the Purchases application. See Vendors.

To create a Vendor:

  1. Go to Administration > Application Settings > Expenses > Vendors.

  2. Select New Vendor from the Create Button.

  3. Enter the Vendor name and the demographic information, if known. The remaining fields on the Vendor form are optional if vendors are only being used within the Expenses application. The address information is used primarily in the Purchases application.