When your employees record their expenses, those entries must be linked to a vendor from the The Vendor List. The vendor list is the primary method of classification for expenses. It can also be used to track non-vendor expenses such as mileage (the default selection), commissions, per diem, and bonuses.

Add a Single Vendor

1. Click Vendors in the left menu.
2. Enter the vendor name in the New Vendor field. (You may wish to click the Show/Hide Optional Fields link to enter additional vendor details.)
3. Click the Add Vendor button to save the vendor.

Note: The default vendor is Mileage and cannot be edited, deleted, or archived. The company-wide mileage multiplier rate can be edited in Company Settings.

Import a Vendor List

1. Click Vendors in the left menu.
2. Click the blue add many vendors link.
3. On the following page, click the blue Download Template File With Header link to download the formatted import file.
4. Follow the instructions on this page for populating the spreadsheet with your vendor list, placing the vendor names in column A. Then, save the file to an easily-accessible location on your computer.
5. Check the box next to Check for duplicate vendors before adding if you already have vendors in your list in order to avoid creating duplicate entries.
6. If applicable, check the box next to Check if file includes header row.
7. Click Browse, navigate to your saved file, and click Open.
8. Click the Add Vendors button.

Note: The system may reject your import due to errors in the formatting and/or data of the spreadsheet. Please do not hesitate to contact us for assistance with the process. We are here to help!