How Do I Create a New Vendor in Financials?

In the Financial system, a vendor is any entity your organization maintains an account with — a checking, savings, or credit account at a financial institution, or a purchase account at a service provider or retailer.

Steps to Create a New Vendor

Click the Financials tab, then click the Vendors tab to open the VENDORS summary screen.
Click the + Add New Vendor button at the top right of the window.
In the ADD VENDOR DETAILS window, fill in the fields. All fields are optional except Vendor Name and Default Account.
- Enter a descriptive Vendor Name and an optional alternate Display Name.
- Click the Default Account dropdown and select the appropriate parent account or sub-account.
- If the account you need isn't listed, click + Add New Account next to the dropdown and use the inline field and Add button to create it.
- Enter the vendor contact's name, email address, and primary/secondary phone numbers.
- If the vendor has assigned your organization an alphanumeric code or number, enter it in Reference Number.
Enter the vendor's EIN (Employer Identification Number) if you need to track payments for IRS Form 1099 reporting. Activate Track for 1099 to have the system track these transactions.
Enter the vendor's Website URL, and, if applicable, the Department your organization typically works with.
Select the Country from the dropdown, then enter the address (up to two lines), city, state/province/region, and ZIP/Postal Code.
Enter any additional details in Additional Notes.
To attach files, click Add File Attachments and select one or more files (up to 15 MB each). Shift-click to select multiple files, then click Open.
To add a vendor logo, click Upload New Image next to Vendor Image and select a GIF, JPG, or PNG file up to 15 MB.
Click Save when finished.