# Managing Your Vendors

* See vendor spending with transactions automatically grouped.
* At-a-glance insights: total vendors, total vendor spend, and new vendors this period.
* Create or edit vendor-linked transactions (OPEX, Cost of Revenue, Prepaids).
* Get tax-ready: review 1099 eligibility and W-9 status without leaving Vendors.

***

### How to Access Vendors in Digits

1. From your dashboard, click **Vendors** in the left navigation menu. 

{% hint style="info" %}
**Tip:** Set your **Time Period** at the top of the page to control what you’re reviewing.
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### What counts as a vendor transaction?

Entries booked to **Operating Expenses**, **Cost of Revenue**, **Other Expenses**, or **Prepaids / Inventory / Fixed Assets**.

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### How are vendors added?

1. :sparkles: Digits automatically adds vendors when it detects new names from **Bank/Connection feeds**, **CSV uploads**, or **Digits Pay** data.
2. To add a vendor **manually** while booking/editing a transaction:
3. Click the **Party** field.
4. Start typing the vendor name.
5. If not found, select **Add** — Digits auto-enriches with logo and public info.

<div align="left"><figure><img src="/spaces/DFOQve38AiXy0BqMKC3C/files/ukWGB2ImsCggLgQWpbYv" alt="" width="255"><figcaption></figcaption></figure></div>

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**Tip:** Click or hover a vendor name to view its profile and associated transactions.
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### Create or edit vendor-linked transactions

1. Open **Vendors** and select a vendor.
2. Click **Edit** to enter edit mode.
3. Update **Category** or other allowed fields on the listed transactions.
4. Click **Save** to apply changes.

{% hint style="warning" %}
**Note:** Editing **vendor names** isn’t supported. To correct a name, stop using the old one and add the correct vendor going forward. **Deletion** of vendors isn’t available.
{% endhint %}

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### Filter and sort Vendors&#x20;

**Vendor filters**

* **Search by name.**
* **Total spend** thresholds.
* Quick toggles: **New Vendors**, **Multiple Categories**.

**Transaction filters**

* **Category:** Use search or scroll to select from **Category Manager**.
* **Source:** Use search or scroll to pick an institution.
* **Match Status:** **Matched** or **Unmatched**.
* **Transaction Amount:** Enter **Min/Max** or use the range slider.
* **Transaction Type:** **Pay In**, **Pay Out**, **Journal**, **Transfer**, **Invoice**, **Bill**.

**Sorting**

* Click any **column header** in a transactions table (e.g., **Date**, **Amount**, **Category**).
* Use the **Sort** control in the vendor list header for vendor-level sorting.

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### How to Export Vendor Data

1. Click the **menu** in the top-right (next to *Add Transaction*).

<div align="left"><figure><img src="/spaces/DFOQve38AiXy0BqMKC3C/files/LuatsH1VpY1wVCCTJGTJ" alt="" width="200"><figcaption></figcaption></figure></div>

Choose one of the following:

* **Download CSV:** save a CSV of customer transactions to your computer.
* **Export CSV to Vault:** save the CSV to your **Vault** folder for sharing or future access.&#x20;

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### Frequently Asked Questions

<details>

<summary>What if a vendor appears under multiple categories?</summary>

Use the Multiple Categories filter to find them, then open Edit and correct the transaction categories for consistency.

</details>

<details>

<summary>How do vendors get created?</summary>

Automatically from feeds, CSV uploads, and Digits Pay. You can also add a vendor from the Party field while editing or creating a transaction.

</details>

<details>

<summary>Can I export vendor and customer lists from Digits?</summary>

Yes, partially. You can export a CSV that includes vendor/customer (party) names by downloading a transaction export (for example, Transactions by Vendor, which includes a Party Name column).

However, Digits doesn’t currently provide a “vendor list” or “customer list” master export in a ready-to-upload format that includes full contact fields (like email, address, phone, etc.). If you need a true vendor/customer master list for a transition, you may need to compile it manually from the Vendors/Customers pages for now.

</details>

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Got a question or feedback? Our team is all ears—come say hello!
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<p align="center"><a href="https://portal.usepylon.com/digits/forms/get-in-touch-with-digits-support" class="button primary" data-icon="envelope-open-text">Contact Digits Support</a></p>
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