Financials - Vendors

The vendors tab on the Financials page allows organizations to add vendors as a way to document payments the organization makes. All functionality for this tool is accessible by being on the Vendors tab of the Financials page.

Table Filters

The vendors table comes with a status filter which allows the user to select all, active, or inactive status for vendors.

Vendor Fields

• Vendor name: The name of the vendor.

• Contact name: The primary point of contact for the vendor.

• Phone: Vendor phone number.

• Email: Vendor email address.

• Address: Vendor street.

• City: Vendor city.

• State: Vendor state.

• Zip: Vendor zip.

• Active: Enable to activate the vendor.

Deleting a Vendor

Since vendor are tied to payable and payment records, they cannot be deleted. The best way to declutter the vendors table is to mark vendors you don't interact with as inactive, and then use the Active filter in the status table filter.