Vendor setup is easy and allows you to store your contracts and key information about each vendor.
👉 Start in the Financial Dashboard from the left navigation
👉 Choose a Vendor to edit or Add a new Vendor.
You can import with our easy AI import tools (useful for onboarding in the beginning), our manually add vendors (as you continue operating in Vlge and get new Vendors). Our powerful tools will recognize your vendors key information and organize it for you - creating your vendor roster with ease.
👉 Adding a new Vendor Manually
When you click Add Vendor, the modal opens and you can add as much information as you have available. At a minimum add the Default expense account (you can edit by expense later if needed) and select the Type, Contact Info, and any bank matching names. What this means is that you can share how the vendor appears in your banking ledger so that the next time it occurs, it will automatically match for you.
👉 Vendor History
If you want to see your complete history of transactions with a Vendor, click on the reports icon in the Vendor Page.
To learn more about how Vendors submit invoices, add their W-9, licensing info, etc, please see this article on the Vendor Portal and generating a link.