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.

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How to Access Vendors in Digits

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

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. ✨ 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.

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.

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.

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Filter and sort Vendors

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 New Transaction).

Choose one of the following:

• Download CSV — save a CSV of customer transactions to your computer.

• Export CSV to Documents — save the CSV to your Documents folder for sharing or future access.

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Frequently Asked Questions

What if a vendor appears under multiple categories?

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

How do vendors get created?

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

Can I manage 1099 and W-9 info here?

Yes—open Taxes in Vendors to view W-9 status, see 1099 required flags, update Entity Type/W-9, and mark 1099-qualified transactions.

See: Tax View in Vendors

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Need help reviewing or correcting vendor data? Email [email protected]