The Vendors page allows you to create and manage vendor records, view payment details and documents, and review past transactions associated with each vendor.
1. Accessing the Vendors Page
The Vendors page displays your full vendor list. If QuickBooks is integrated, vendors sync into Adaptive automatically. If not, you can create vendors directly on this page.
2. Creating and Editing Vendors
Select Create vendor to add a new vendor.
Enter the following details:
Vendor name
Email addresses (up to five)
Important: When sending documentation, Adaptive uses the first email listed if only one is available. Ensure the primary email is correct.
Default payment terms
Default transaction type (bill or receipt)
Vendor codes such as cost codes associated with the vendor
3. Viewing Vendor Details
Open any vendor profile to view:
Payment details
Documents
Transactions
This section shows previous transactions linked to the vendor.
You can quickly check whether ACH information is filled out and whether ACH requests are active or expired.
4. Adjusting and Filtering the Vendor List
At the bottom of the page:
Adjust how many vendors display per page
Apply filters, including:
1099 eligible
ACH Status
Document Status
Document Type
Job
Sync Status
Vendor
Use the Search bar to find specific vendors
Configure the table to show only selected columns
5. Downloading Vendor Data
Use the Download options to:
Download all vendors
Download selection
6. Bulk Actions
From the vendor list, use bulk actions to:
Bulk edit properties
Request ACH information for multiple vendors
Bulk request documents
Learn more about Requesting & Storing Vendor Payment Info & Compliance Docs.
If you have any questions or want to share feedback, feel free to reach out at [email protected].