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'.
![](https://media.screensteps.com/image_assets/assets/006/950/523/original/cd66e289-6476-4bc4-95ec-f1da21eb03ee.png)
![](https://media.screensteps.com/image_assets/assets/006/950/525/original/667e0acb-0d96-4769-9aac-17c0f26b5b5d.png)
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.
![](https://media.screensteps.com/image_assets/assets/006/953/132/original/d820114a-3c40-43b0-bb63-252bd188a10c.png)
![](https://media.screensteps.com/image_assets/assets/006/953/134/original/24ecaf8f-62ea-4e31-99a0-2eb8bdfb7e3b.png)
A vendor icon will appear within the contact details.
![](https://media.screensteps.com/image_assets/assets/006/953/224/original/beb62463-7a58-4f44-980b-f7e97a2c5059.png)
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.
![](https://media.screensteps.com/image_assets/assets/006/953/226/original/7f6c1e89-49a3-431b-bd38-28c2aeae60d5.png)
5. When adding a new contact from the Expense module, the contact will be designated as a vendor by default.
![](https://media.screensteps.com/image_assets/assets/006/955/125/original/20d0bbe3-5a61-4945-b238-0e8f873e8c95.png)
![](https://media.screensteps.com/image_assets/assets/006/955/127/original/5528925e-8514-469c-b874-2b021cb8fff3.png)
6. Additionally, when viewing the Expense report you may specifically filter by Vendor.
![](https://media.screensteps.com/image_assets/assets/006/953/244/original/28a33f9f-ea41-49ec-9e5e-b930596af9ec.png)
If you need additional assistance on how to add an expense, click here to learn more!
Need more help? Contact our Award-Winning Support Team at (888) 432-1529 or [email protected].