Can I add or delete vendor information?

Vendors help you track your own business expenses such as rent, utility or travel costs.

Add or delete vendors to suit your particular business setup.

Use the Vendors option in the main Expenses section to create and manage vendors.

To add vendors

  1. From the menu on the left, click Expenses. The Expenses tab displays.
  2. Click Options > Manage Vendors to view existing vendors.

       Note: You will need to add an expense first for the Options menu to be
                 available.

    3. The Manage vendors panel slides out from the right.

    4. Type in the name of the vendor to be added and click Add. The new vendor
        is added to the vendors tab.

To edit or delete vendors

  1. From the menu on the left, click Expenses. The Expenses tab displays.
  2. Click Options > Manage Vendors to view existing vendors. 
  3. Hover the mouse over the vendor information to be edited or deleted. e.g. Airbnb. The edit and delete icons appear on the right.
  4. Click the edit icon to update vendor information or the delete icon to remove it.

The selected vendor is updated or deleted from the vendors list.

Notes:

  • Clicking the delete icon will remove the vendor from the list at once. Follow the steps to add vendor information in case a vendor information has been accidentally deleted.
  • If expenses are assigned to a vendor and that vendor is deleted, the expense/s will no longer be assigned to that vendor.

Don't forget to download the Rounded mobile app!

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