An Overview of Vendors

A vendor is any entity your association maintains an account with — whether that’s a checking, savings, or credit account at a financial institution, or a purchase account with a service provider or retailer. Vendors let you track who your association pays and does business with.

Where to Manage Vendors

Vendor management lives under the Financials tab on the left Dashboard menu, on the Vendors sub-tab. From there you can:

• Add new Vendor records.
• Edit existing Vendor information.
• Deactivate a Vendor you no longer use, and reactivate it later if needed.
• Download your Vendor data as a spreadsheet file.
• Search your Vendor list, and show or hide inactive Vendors.