Vendor — Tips

Vendor

Ver 3 · 24 Oct 2026. The Vendor file holds one thing per vendor: its AP Approval Category (plus an optional note). Default GL, Type and Confidence were removed from the screen, the edit form and the Excel download.

• Lists every active QuickBooks vendor. New vendors are added by the nightly vendor sync (~2:30 AM CT); vendors made inactive in QB show "(inactive)". The sync never changes a vendor's category or note.
• Click a vendor to set its AP Approval Category from a dropdown. Use the No category chip to find vendors still to assign. Admin, Level 1 and Level 2 can edit vendors.
• The category list is a system table on the Tables screen (Tables → Vendor AP Approval Categories → Edit table). Each category has an Approver — the Slack user authorized to approve AP invoices in that category. Add, rename, change approver, or deactivate there (needs Tables permission).
• Seeded categories: Admin Supplies, Admin Services, Shop Supplies, Shop Services, Subcontractors, Material COGS.

• Approval Limit ($) (Ver 4 · 25 Oct 2026): a whole-dollar amount per vendor (no cents; blank = none). Type it in the list and it saves when you leave the field, or set it on the vendor's edit screen. It is sortable and included in the Excel download. Same edit permission as Class and Category.