> For the complete documentation index, see [llms.txt](https://help.digits.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.digits.com/firms-vendors-and-customers/managing-vendors.md). # Managing Your Client's 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. To go to your client's dashboard. 2. 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. {% endhint %} *** ### What counts as a vendor transaction? Entries booked to **Operating Expenses**, **Cost of Revenue**, **Other Expenses**, or **Prepaids / Inventory / Fixed Assets**. *** ### 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.
{% hint style="info" %} **Tip:** Click or hover a vendor name to view its profile and associated transactions. {% endhint %} *** ### 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 %} *** ### 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. *** ### How to Export Vendor Data 1. Click the **menu** in the top-right (next to *Add Transaction*).
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. *** ### 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](/firms-vendors-and-customers/tax-view.md)
Can I export vendor and customer lists from Digits? 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.
Why did a vendor (or customer) disappear from the list after I recategorized it? Nothing was deleted. Whether a payee shows up under **Vendors** or **Customers** is determined by the type of category its transactions are assigned to—for example, expense-type categories place a payee in Vendors, and income/revenue-type categories place them in Customers. When you recategorize a payee's transactions, Digits re-evaluates where that payee belongs. If the new category is a different type, the payee moves to the other list—or, in some cases, may not appear under either tab—even though its transactions remain fully intact in the ledger. **To find a "missing" payee:** check the other tab (Vendors vs Customers), and confirm the category type you assigned. Its transactions are still in the ledger regardless of which list the payee appears in. {% hint style="info" icon="lightbulb-exclamation-on" %} If a payee isn't showing where you expect, review the category it's coded to in the Category Manager. {% endhint %}
*** {% columns %} {% column width="66.66666666666666%" valign="middle" %} Got a question or feedback? Our team is all ears—come say hello! {% endcolumn %} {% column width="33.33333333333334%" valign="middle" %}

Contact Digits Support

{% endcolumn %} {% endcolumns %} *** --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://help.digits.com/firms-vendors-and-customers/managing-vendors.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.