Managing Vendors

Vendors represent the people, businesses, or entities you buy from or sell to. Adding vendors in advance makes it quick to select them when recording transactions.

Accessing Vendor Management

  1. Open the Financial Dashboard.
  2. Click Manage Vendors from the toolbar. On mobile, tap the FAB and select Add Vendor.

Adding a Vendor

  1. Click the Add Vendor button at the top of the page.
  2. Enter the vendor Name (up to 200 characters).
  3. Click Save.

You can also create vendors on the fly from the transaction form — click the Add button next to the vendor field when adding or editing a transaction.

Editing a Vendor

  1. Find the vendor in the list.
  2. Click the three-dot menu (⋮) on the right side.
  3. Select Edit.
  4. Update the name.
  5. Click Save.

Deleting a Vendor

  1. Click the three-dot menu (⋮) on the vendor row.
  2. Select Delete.
  3. Confirm the deletion.

Empty State

If no vendors exist, the page displays: “No vendors yet. Add one to get started.”

Using Vendors

Vendors appear throughout the financial system:

  • Transaction form — Select a vendor using the autocomplete search. Start typing and matching vendors will appear.
  • Receipt line items — Optionally assign a vendor to individual line items.
  • Ledger filters — Filter transactions by vendor.
  • Dashboard insights — Top vendors by spending are highlighted on the dashboard.
  • Profit & Loss report — Vendor names appear in the detail rows when you expand a category.
  • Profitability report — Vendor names shown on individual transaction rows.

Tips

  • Be consistent with naming. Use the same vendor name each time (e.g., always “Tractor Supply” rather than sometimes “TSC”). This ensures accurate filtering and reporting.
  • Add vendors as you go. You don't need to set them all up in advance — the inline “Add” button in the transaction form is there for this purpose.