How to Find a Vendor
Everyone the property pays sits in one list, whether they came from Operations or were created for the books. You do not need to know which, and you do not need to switch screens to check. Steps Open...
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Everyone the property pays sits in one list, whether they came from Operations or were created for the books. You do not need to know which, and you do not need to switch screens to check.
Steps
- Open property settings.
- Go to the Accounting tab or the Operations tab. The card is on both.
- Find the Vendors card and click Manage.
- A panel slides in from the right with the full list, sorted by name.
The panel, with the search box, the two filters and the badged rows:
Narrowing the list
Search. Type any part of a name into Search vendors. Results update as you type.
Vendors only. Hides the people you reimburse, leaving companies. Useful when you are chasing a supplier and the list is crowded with individuals.
Show archived. Brings back vendors you have retired. They appear dimmed and marked as archived. Off by default, so the everyday list stays short.
The three work independently, so you can combine them freely.
If you get no results
You will see "No results for the current search and filters." That is different from an empty property. Clear the search box or switch off a filter and the rows come back.
If the property genuinely has no vendors yet, you get "No vendors yet" with a prompt to add one instead.
Opening a row
Clicking a row opens it, and where it opens depends on the label:
- Service opens the vendor's existing record in Operations, stacked on top, so you get everything Operations already holds
- Accounting and Person open an editor inside this panel
If you do not have permission to make changes, rows are not clickable. Search and filtering still work.