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Managing Your Vendors

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:

  1. Create or open a transaction
  2. Click the Party field
  3. Start typing – if the vendor doesn’t exist, click Add
  4. 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.


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