What is a vendor?
Vendors are individuals or companies that you use to run your operation. Some examples would be; food delivery company, ice machine repair company, knife ...
Thu, 26 Sep, 2019 at 10:56 AM
What does it mean to mark a contact as an Invoice Vendor?
When you mark a vendor as an invoice vendor you are flagging their contact information to be used to make it easier for your staff to input invoices.  It al...
Thu, 26 Sep, 2019 at 10:57 AM
How do I Create a New Group in Contacts?
To create a new Group in Contacts 1.  Hit the Create New Group icon at the top of the Contacts page. 2.  Enter the Group Name in the field and hit the ...
Thu, 26 Sep, 2019 at 10:58 AM
How do I Edit Contacts?
To edit Contact: 1.  Hit the Edit Group icon found in the header of the Contacts tab. 2.  All of you groups will populate.  You can change the name o...
Thu, 26 Sep, 2019 at 10:58 AM
Vendor Help Video
Tue, 28 Jun, 2016 at 3:24 PM
Importing Vendors
If you have a large list of vendors then adding them 1 by 1 can be a time consuming task. If you would like to do a Mass Import than you can follow the step...
Fri, 8 Jan, 2021 at 2:03 PM