Breadcrumbs

Adding a Vendor

  1. Tap the  icon in the upper right corner of the app.

  2. The menu opens. Tap the Admin option.

  3. The Admin menu opens. Tap the Vendors option.

  4. The Vendors screen opens and shows every vendor in the system along with the number of receipts associated with them. Click on the “+”icon to add a new vendor.

  5. The Add Vendor screen opens, prompting you for the following details:

    1. Vendor Name: Enter the vendor’s name. (This field is required.)

    2. Website: Enter the vendor's website.

    3. Address: Enter the address for the vendor, including country, city, state/province/region and zip/postal code.

    4. Company Contact Name: Enter the first and last name for your lead contact.

    5. Company Contact Email Address: Enter the email address for your lead contact.

    6. Company Contact Phone Number: Enter the phone number for the lead contact.

    7. Company Contact Title/Role: Enter the title/role for your lead contact.

  6. Once all necessary information has been entered, tap the  to continue or the  to cancel.