How to add a Contact.

1. Click '+ Add New' in the top-right corner.

2. Select 'Contact'.

3. Enter the contact information.

Tip: Use Copy2Contact to quickly capture Contact info from a document, email signature, or Internet directory.

If this contact is a Vendor, select the 'Vendor' option. An administrator within your Settings can enable 'Contact Vendor on Expenses' which will prompt a list of only vendors when adding expenses. To learn how to enable this feature, click here!

4. Click '+ Additional Information' to expand this module and add additional contact details.

5. Scroll down and click 'Save'.

6. View Contact details.

View Contacts by Last, First or First, Last. Use the search bar to search specific names or scroll through the digital Rolodex to find your Contact.  

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Need more help? Contact our Award-Winning Product Specialists at (888) 432-1529 or [email protected].