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'.
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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.
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A vendor icon will appear within the contact details.
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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.
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5. When adding a new contact from the Expense module, the contact will be designated as a vendor by default.
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6. Additionally, when viewing the Expense report you may specifically filter by Vendor.
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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].