EXPENSES & INVENTORY

Vendors

Vendors are the suppliers your business buys from.

Keep one record per supplier

Use the vendor’s business name as Vendor name. The first and last name fields hold a contact person’s details; email, telephone and address are optional.

Check the existing vendor list before creating another record. Reuse the same vendor on bills, expenses and refunds to keep related transactions together.

Where a vendor is needed

A vendor must be selected before a bill can be marked as received, and when recording a refund from a vendor. Linking a vendor on a directly paid expense is optional.

Names used by imports

Expense imports identify vendors by vendor name. An unrecognised name creates a new vendor, so use the same spelling as the existing record to avoid duplicates.

The Free edition limits the number of vendors. PiggyZen displays a message when the limit is reached.