Vendors

Vendors are an optional feature in the Expenses application. They are primarily used for vendor management and reporting. When a receipt is entered into an expense report, a vendor can be selected. Vendors are also used in the Purchases application.

To display the Vendor form:

Go to Administration > Application Settings > Expenses > Other settings and select or clear the switch to Hide the Vendor field on receipts.

Setting the vendor on receipts is useful for tracking spending at particular vendors to obtain discounts on services or products. Vendors play a much more important role for companies using the Purchases application in OpenAir.

To create a Vendor:

1. Go to Administration > Application Settings > Expenses > Vendors.

2. Select New Vendor from the Create Button.

3. Enter the Vendor name and the demographic information, if known. The remaining fields on the Vendor form are optional if vendors are only being used within the Expenses application. The address information is used primarily in the Purchases application.