Add new vendors when creating an invoice expense or add them directly on the Vendor Hub using the guided entry assistant.

1. Choose how you want to get started:
   • From the sidebar menu, select Vendors. On the Vendor Hub, select Add Vendor.
   • From the dashboard, select Add > Add Vendor.
   • Add a vendor when creating an invoice expense. From the sidebar menu, go to Expenses > Add Expense > Invoice and follow the workflow. When you get to the vendor setup, select Create Vendor and follow the steps below.
2. Enter the vendor's First Name and Last Name.
3. To add the vendor's company name, select the Company checkbox and then enter the Company name.
4. Enter a Nickname for the vendor.
5. Enter the vendor's Tax ID number.
   Important: After creating a vendor, this value cannot be edited.
6. Enter the Email address of the primary contact for this vendor.
7. Optionally, enter the Phone number of the primary contact for this vendor.
8. Select next to continue.
9. Enter the vendor's Address.
   Tip: Enable location sharing in your browser to see relevant addresses near you.

   

10. Enter the Vendor's Remittance Address.
    • If the remittance address is the same as mailing address, select the Remittance Address is the same checkbox (selected by default).
    • If the remittance address is different from the mailing address, deselect the Remittance Address is the same checkbox. Then enter the remittance address manually.
11. Select next to continue.

    A summary page displays with the vendor's name, contact, address, and payment information.

12. If the vendor information is correct, select Submit.

    If you need to edit the information, select a section and make your changes. Select Go To Summary or select next multiple times to return to the summary page, then select Submit.