Find, review, and update the vendors you work with.
Find a vendor
Go to Vendors. The list has tabs — All Vendors, Active, Pending Approval, Inactive — plus search, filters, and Grid / List / Table views. Each vendor shows its name, code, category, open bills, total spend, and status.
Review a vendor
Click a vendor to open its detail, with tabs for Overview, Bank Accounts, Documents, Contracts, Credits, Verification, and Activity. The Overview shows key figures (open and overdue bills, year-to-date spend) alongside the vendor's details.
Edit a vendor
Click Edit to reopen the vendor wizard in edit mode, make your changes, and Save Changes.
Vendor statuses
- Draft — created but not yet submitted.
- Pending Approval — awaiting approval.
- Active — approved and ready to bill and pay.
- Inactive — no longer in use.
- Blocked / Blacklisted — payments are stopped.
Tip: Use the more-actions menu on a vendor for options like Block Vendor.