Vendors

• Create a vendor

  Add a vendor with the four-step wizard — name and type, an optional primary contact, and the default expense account.

• Link a vendor to a property (vendor accounts)

  Give a vendor an account at each property you pay it from, with a default bank account, categories and passthrough defaults for tenants.

• Update vendor details and contacts

  Change a vendor's name, type, rating and description, manage its contacts and custom fields, and keep W-9s and certificates with the vendor.

• Review a vendor's activity and transactions

  Use the Vendors overview, a vendor's Overview tab and its Transactions tab to see spend, open items and every expense paid to the vendor.

• Log communication with a vendor

  Keep a dated log of calls, emails and follow-ups with a vendor on its Communications tab.

• Merge, deactivate or reactivate a vendor

  Combine a duplicate vendor into the one you keep, or take a vendor off the active list without losing its history.