How to enable the Contact Vendor on Expenses.
When adding expenses in Rocket Matter, you're given the option to associate with a vendor. The vendor field within the expense module populates all contacts unless you enable 'Contact Vendor on Expense'. Once this is enabled, this field will only display a list of contact records, or businesses that are specifically designated as vendors. Additionally, when this feature is enabled and you add a new vendor from the vendor field in the Expense module, the system will designate that contact as a vendor by default. You may also flag new contacts or businesses as a vendor when creating or editing your contacts.
1. Click on Settings in the left-hand navigational panel.
This does require Administrative access.
2. Within the Billing section, select 'Enable Contact Vendor on Expenses'.
3. Now, when adding a new contact or business record you may select the 'Vendor' option. This checkmark indicates that this contact is a designated vendor.
A vendor icon will appear within the contact details.
4. When adding an expense and selecting the vendor, the vendor field will only suggest contact records, or businesses that are specifically designated as vendors.
5. When adding a new contact from the Expense module, the contact will be designated as a vendor by default.
6. Additionally, when viewing the Expense report you may specifically filter by Vendor.
If you need additional assistance on how to add an expense, click here to learn more!
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