Vendors

Vendors are the businesses and individuals you purchase from. Every bill must be linked to a vendor.

Where to find it: Sidebar > Purchases > Vendors

5.1 Creating a Vendor

1. Go to Purchases > Vendors and click New Vendor
2. Fill in the required and optional fields
3. Click Save

Required fields:

• Display Name

Key optional fields:

• Company Name
• First Name / Last Name
• Email / Phone / Mobile
• Currency — Default vendor trading currency
• Payment Terms
• Opening Balance and date
• Default Expense Account
• GRA TIN
• Track WHT
• Ghana Post GPS

5.2 Vendor Approval

If a vendor approval workflow is active, new vendors are created in Pending Approval state and cannot be used for live bill/payment flows until approved.

5.3 Quick-Add Vendor

When creating a bill, click the + button next to the vendor selector to add a vendor inline.

5.4 Withholding Tax (WHT) Eligibility

Enable Track WHT on the vendor if withholding tax should apply when paying them. When WHT is enabled, the vendor's GRA TIN is required.

5.5 Editing and Deleting

You can edit vendors at any time. Vendors with existing bills or payments cannot be deleted; deactivate them instead.