The best way to get started with the Vendor Expense Module is to sync an account so we can pull in all of the transactions to begin organizing and synthesizing that information.
âž•Connectors for Syncing Financial Data
âž•Connectors for Vendor Usage
We do our best to match common vendors with the pulled transactions, but it's always best to review to make sure the information is correct. Any transactions that Genuity doesn't automatically match will need to be reviewed or linked.
âž•Add Transactions
âž•Importing Transactions
âž•Read/Filter Transactions
âž•Link/Unlink Transactions
âž•Creating Vendor Products
âž•Link Transactions to Locations
âž•Archiving Transactions
âž•Deleting Tranactions
Managing, editing and removing custom tags
Adding Vendors and Importing Vendors
âž•Add Vendors
âž•Import Vendors
âž•Vendor General Settings
To maintain accurate information, Genuity makes it easy to review and edit information.
âž•Read/Filter Vendors
âž•Edit Vendors
âž•Archive/Delete Vendors