Store vendor terms, W-9s, and payment history linked to expenses and bills - simplify 1099 season and give finance one place to answer vendor questions.

Vendors is Fund Accounting → Vendors. Available on Plus, Pro, and Enterprise. You store tax ID, terms, and spend history and decide who needs a 1099. Finance can answer vendor questions without digging through email threads.

What You Can Do

Save W-9 details and payment terms on each vendor profile
See linked expenses and bills for year-end 1099 preparation
Select vendors when entering expenses so reporting stays consistent

Common Tasks

Onboard a new vendor

Open Fund Accounting → Vendors.
Create a profile with legal name, address, and tax ID.
Choose that vendor the next time you record a bill or expense.

Good to Know

Vendor totals roll up from posted expenses and bills. You store tax ID, terms, and spend history and decide who needs a 1099. There is no $600 highlight. AlignMint does not file forms for you.

Update payment terms when a vendor negotiates new net-day language so bills and cash-flow expectations stay accurate for your bookkeeper.

Attach notes about insurance certificates or contract renewals on the vendor profile so board members can see context without searching email.

Before year-end, sort vendors by total paid and confirm tax IDs with your finance lead so 1099 preparation is a single working session.

Vendor Profiles

Contact Information: Company name, address, phone, email, website
Payment Terms: Net 30, Net 60, or custom terms
Tax ID (W-9): Store vendor tax identification numbers for 1099 reporting
Notes: Add internal notes about the vendor relationship

Transaction History

See all expenses and bills associated with each vendor. Track total spending by vendor over any time period.

Linking to Expenses & Bills

When you record an expense or create a bill, select the vendor from your list. This automatically links the transaction to the vendor's profile for easy reporting and 1099 preparation.

1099 Preparation

At year-end, review tax ID, terms, and spend history and decide who needs a 1099. There is no $600 highlight.

Vendors CRM