Work with vendors

Find vendor records, inspect details, and edit only fields that are human-writable.

What to do

1. Find the vendor. Search by the available vendor identifiers or labels and use company-specific filters. Open the record to distinguish similar names using available addresses and identifiers.

2. Edit available data. Only fields marked writable by your company settings and integration should offer editing. Use reference controls where presented and review validation before saving.

3. Understand the boundary. Changing Vendor Master data is separate from selecting a vendor match on one invoice. Connected accounting system ownership and sync direction determine where some corrections must be made. Email addresses available in your connected accounting system synchronize to vendor records, while manually maintained addresses are kept. Under Email ingestion, an administrator can use Vendor Master email addresses and company domains to trust senders automatically. Current contact details on active vendor records can then let incoming mail skip sender review.

Announced in Email ingestion in one place.