Add Vendors and Payees

Click the Settings tab, and choose Manage Vendors & Payees. Add vendors by selecting the Add a Vendor option in the top left.

Enter the vendor's information and select Save Changes. Few fields are actually required; however, it is recommended for record keeping to fill in all known fields. Entering an email address will allow you to easily email workorders directly to the vendor.

Repeat this same process for as many vendors as you may have associated with your properties.

While you can enter expenses to your properties for vendors without setting up vendors in the program, if you do enter them, you will be able to pull a Vendor Ledger report, as well as use the 1099 Tax Assistant Report which are extremely helpful reports.

After adding vendors and payees, you'll be able to select them from the Payee drop-down option when posting an expense to a property.

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