The Vendors tab helps you stay on top of your spend and streamline vendor management. Digits automatically links transactions to vendors, surfaces useful insights, and highlights anything that might need a second look.
What counts as a vendor transaction? Vendor transactions include any booked to:
- Operating Expenses
- Cost of Revenue
- Other Expenses
- Prepaids / Inventory / Fixed Assets
What You Can Do in the Vendors Tab
- View transactions by vendor: Get a complete picture of spend per vendor.
- At-a-glance insights:
- Total vendors count
- Total vendor spend
- New vendors this period
- Vendors booked to multiple categories (potential errors)
- Create or edit transactions right from the vendor list.
Vendor-linked transactions include Operating Expenses, Cost of Revenue, Other Expenses, and balance sheet items like Prepaids or Inventory.
How to Add a Vendor
Digits adds vendors automatically as it processes your data:
- From Connections (e.g. Ramp, Stripe, and/or banks)
- CSV uploads
- Digits Pay transactions
To manually add a vendor:
- Create or open a transaction
- Click the Party field
- Start typing – if the vendor doesn’t exist, click Add
- Digits will autofill the logo, website, and other public details
Click or hover on any vendor name to open their full profile and transaction history.
Can I Edit or Delete a Vendor?
- Edit: You can't change a vendor name directly. Instead, remove it from the transaction and add the correct one. Digits will collapse duplicates where possible.
- Delete: Vendors can’t be deleted, but unused vendors can simply be ignored for future entries.
Vendor Filters
Filters help you catch miscategorized spend and double-check AI assignments.
Filters (available in the top-right below the header):
- Vendor Filters:
- Search by name
- Filter by total spend
- Quick toggles for New Vendors or Multiple Categories
- Transaction Filters:
- Category
- Spend range
Need help cleaning up your vendor list or reviewing spend? Our team’s here for you.