View Vendor Info

View the information you have entered for a vendor.

1. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen.
2. Click on the “Vendors” tab.
3. In the “VENDORS” window that opens, locate the vendor name in the list.
4. In the “Actions” column, open the three-dots menu and choose “View Vendor Info.”
• To edit the details of the account, click on the Edit icon (pencil) to open the “EDIT ACCOUNT” window.
• To switch directly to the “BUDGETS” window, click on the “Budgeting” button.
• To switch directly to the “TRANSACTIONS” window, click on the “Transactions” button.
• To exit the “VENDOR DETAILS” window, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.