Vendor Profiles
Create detailed profiles for every vendor: company name, contact person, email, phone, website, and notes. Track vendor status (Active/Inactive) and see all interactions in one place.
Tax ID & 1099 Tracking
Store vendor tax IDs (EIN or SSN) securely. Track total expenditures per vendor for 1099 preparation. At year-end, export the data your accountant needs — no more searching through receipts.
Payment Terms
Set payment terms for each vendor: Due on Receipt, Net 30, or Net 60. Manage cash flow by knowing when payments are due and tracking outstanding balances with the Bills Manager.
Expenditure History
View every payment made to each vendor with automatic totals. Click any expenditure row to navigate directly to the Expenses Manager for full details, receipts, and fund assignments.
VendorSearch Integration
When creating expenses or journal entries, use the built-in VendorSearch to find and link vendors instantly. No manual typing or copy-pasting vendor names across your system.
Bills Manager
Track vendor bills from receipt through payment for accrual accounting. Automatic journal entries for bill posting and payment. Status tracking from Draft to Posted to Paid.
