How to Add or Create Vendors

To create or add a Vendor, please follow the steps below.

Step 1. Navigate to the Accounting Dashboard under the Main Menu.

Step 2. There are 3 options to add a Vendor.

• Option 1: Copy & share the Public Vendor URL to allow Vendors to enter in their information directly. 
• Option 2. Via CSV
  • On the right under Vendors, click Create Vendor (Manually/CSV).
  • Click Create via CSV
  • Use the black question mark to view the validation rules and click "Download Template Vendor File".
  • Fill in the required data and select the completed CSV to upload.
  • Click Submit.
• Option 3. Manually
  • Fill in the Vendor information
    • General info, Insurance info, etc.
    • Click Submit

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To create or add a Vendor, please follow the steps below.

Step 1

Step 2

Option 1: Direct Vendor Sign Up

 

 Option 2: Via CSV