The newly enhanced vendor profile gives you more control and visibility into managing your payables and individual vendors. This article will show you how to manage vendors in this new view.
This update is phasing in to existing accounts, so if you haven't seen it yet, stay tuned!
- Overview tab
- Bills tab
- Payments tab
- Vendor credits tab
- Documents tab
- Notes tab
- Contacts tab
- Audit trail tab
When you select a vendor from your vendor list, you'll first see a new, complete Overview tab with an at-a-glance header where you can view:
- Vendor name
- Payment method
- Vendor address
- Vendor email address
- Network connection status or invite button
- 1099 tag (if vendor is marked as 1099 eligible)
- Open bill balance - select to open Bills tab
- Open vendor credit balance - select to open Vendor Credits tab
- Last payment - select to open Payment Details page of the last payment
- YTD payments and bills - select to open Payments tab
Expand the More details section to see additional vendor info, such as:
- Vendor ID
- Pay to info
- Auto-pay setting
- Payment Network ID
- Network invitation tracker
- Account Number
- Tax ID
- 1099 setting
- Payment term
As you scroll down the Overview tab, you'll see more in-depth vendor info and actions, now with more easily identifiable statuses, color-coded for quick recognition:
- Recent bills
- Create bill
- Recent payments
- Pay vendor
- Recent vendor credits
- Add Credit
- Recent documents
- Upload document
The Bills tab now has more easily identifiable approval and payment statuses, color-coded for quick recognition. View existing bills, create new bills, view inactive bills, and customize the columns on this tab to best suit your workflow.
The Payments tab now has more easily identifiable payment statuses, color-coded for quick recognition. View and sort payment history to quickly assess payment details.
Vendor credits tab
The Vendor credits tab now has more easily identifiable credit statuses, color-coded for quick recognition. Create new credits, or sort and view existing credits to easily see what's available to apply.
View document history and upload new vendor documents from the Documents tab.
On the Notes tab, you can view & sort note history, add a note and tag other users on your Bill.com account, or add a note for your vendor to see if you are connected via the network.
View, add, remove, or select a primary contact on the Contacts tab.
Audit trail tab
Check for updates made to vendors more easily on the new Audit trail tab. View who changed what, and when, and toggle Show older to view older updates made to the vendor's profile.