Getting Started - SaaS/Vendor

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.

➕Connectors for Syncing Financial Data
➕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.

➕Add Transactions
➕Importing Transactions
➕Read/Filter Transactions
➕Link/Unlink Transactions
➕Creating Vendor Products
➕Link Transactions to Locations
➕Archiving Transactions
➕Deleting Tranactions

Managing, editing and removing custom tags

➕Managing Tags

Adding Vendors and Importing Vendors

➕Add Vendors
➕Import Vendors
➕Vendor General Settings

To maintain accurate information, Genuity makes it easy to review and edit information.

➕Read/Filter Vendors
➕Edit Vendors
➕Archive/Delete Vendors