How to add a new Vendor in REsimpli accounting system

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How To Add a New Vendor In REsimpli Accounting System

1. Go to the left sidebar menu. Click FINANCIALS → Banking.

2. To add a Vendor from the Banking page:
  1. Select from the Bank accounts, for example, PERFBUS CHK (Chase).
  2. Under the Unrecognized tab select a transaction. A new window will open.
  3. Click the + sign adjacent to Vendor. A new window will open.

d. Type in the Vendor Name and Category. Click the Add Vendor button. Vendor Added Successfully notice will pop up in the upper right corner of the screen.

Add Vendor

3. To add a Vendor under the Vendor page:

a. Click the FINANCIAL → Vendors.

b. Click the Add New button in the right upper corner of the screen. A new window will open.

c. Fill out the Vendor Name and Category. Click the Add Vendor button (the same as step 2.d). Vendor Added Successfully notice will pop up in the upper right corner of the screen.

4. To check if the Vendor was added:

  1. Go to the left sidebar menu. Click FINANCIALS → Banking → Bank Account.
  2. Select from any transaction.
  3. Under the VendorSelect Vendor section,  type in the name of the newly added vendor, for example, Call Porter. The system will automatically display the vendor name.

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