Managing Vendors from Accounting
Everyone your property pays now lives in one place you can search, correct and keep tidy: the Vendors card in property settings. Until now, vendors could only be reached through Operations, and...
Last updated
Everyone your property pays now lives in one place you can search, correct and keep tidy: the Vendors card in property settings.
Until now, vendors could only be reached through Operations, and payees that existed purely for accounting had no screen at all. If you paid someone, you could not necessarily find them. That is what this fixes.
What you can do here
- See every vendor and payee for the property in one searchable list
- Correct a vendor's contact details, tax number and address
- Add a new payee
- Archive one you no longer use
- Set which expense category a vendor's bills normally go to, or let it set itself
- Merge a duplicate accounting record into the real contractor company it belongs to (see Merging duplicate vendor records)
Where to find it
Property settings, on either the Accounting tab or the Operations tab. It is the same card and the same list in both places, so use whichever tab you are already on.
The card, showing this property's counts at a glance:
Vendors
Vendors and payees for this property
|
81
Vendors
|
16
People
|
12
Missing a category
|
Manage
The third tile is the useful one day to day. It counts how many vendors and payees still have no expense category set, which is the main thing that causes bills to be coded inconsistently.
The three kinds of row
Everything in the list carries one of three labels, so you always know what you are looking at.
| Label | What it means |
|---|---|
| Service | A vendor set up in Operations, with its own operational record. Its work orders and paperwork stay in Operations. |
| Accounting | A payee that exists for the books only. Created and maintained right here. |
| Person | An individual you reimburse, rather than a company. |
Who can use it
Property staff, board members and property managers, on properties that have accounting turned on.
Anyone can look. Making changes needs the accounting configuration permission. If you do not have it, the list is still fully readable and searchable, but the editing controls simply are not shown, rather than being shown greyed out.
Residents have no access to any of this.