Manage Vendors

Make changes to a vendor's details or delete a vendor altogether that you never work with.

You must have accounting administrator or the appropriate accounting specialist permissions to perform this task.
  1. Click Accounting > Vendors.
  2. Click the ellipsis icon beside a vendor, and select one of the following:

    • Edit

    • Delete

    Note: You cannot delete a vendor that currently has activity, but you can make it inactive.
  3. If you edit, make any necessary changes, and click Save. If you delete, click Delete again to confirm.