The vendor directory

1. Open Vendors in the Operations section of the navigation and choose Add vendor.
2. Enter the company or person's name and choose the trade.
3. Add the contact person, email, phone, website and notes.
4. Save.

Trades: general contractor, plumbing, electrical, HVAC, roofing, cleaning, landscaping, painting, locksmith, pest control, legal, accounting, insurance, utilities and other. Legal, accounting, insurance and utilities let you keep advisers and suppliers next to the trades, so their invoices can be linked to expenses too.

• Open work orders assigned to the vendor.
• Spend this year: the total of expenses linked to the vendor since 1 January.
• The work orders and expenses linked to the vendor, current and past.

Archive a vendor you no longer work with. They disappear from lists and can no longer be chosen, while their work orders and expenses stay on record. Show them again with the Include archived filter.