Vendors

Vendors are the suppliers you buy from. Every purchase quotation, order, invoice, and receipt is addressed to a vendor.

Where to find it

Go to Workspace → Business Entities and set the type filter to Vendor. Vendors and customers share this page.

Add a vendor

1. Click + New.
2. Set Type to Vendor. You can’t change the type after you save. If a business is also your customer, add it as a customer too.
3. Enter the Name (required).
4. Optionally pick:
   • Default Currency: new purchase documents for this vendor start in this currency.
5. Click Create.

The vendor page

Vendor pages have the same tabs as customer pages:

• Details
• Settings: document header, payment period, and numbering, for this vendor only.
• Banks: the vendor’s bank accounts or crypto wallets, so you know where to pay them.
• Audit Trail

Delete a vendor

Tick the vendor in the list, click the red trash icon, and confirm. You can’t delete a vendor that already has documents, expenses, or entries in your books.

Permissions

Permissions are given through access levels. Owners and Admins have all of them.

Permission	Lets you
List Entities	See vendors
Manage Entities	Add, edit, and delete vendors
Manage Price Lists	Change a vendor’s price list
Manage Bank Details	See and edit the Banks tab
The Settings permission for any purchase or sales document, e.g. Manage Purchase Invoices Settings	Change the Settings tab