How to: Add a New Vendor

Add a new project or company level vendor. Existing company vendors may quickly be added on the project level.

How to: Add a new project or company level vendor

How to: Add company vendors as project vendors

How to: Add a new project or company level vendor:

Step 1: From the left navigation, under Accounts Payable, click VENDORS.

Step 2: In the top righthand corner, click CREATE VENDOR or CREATE COMPANY VENDOR.

Note: "Create Vendor" will create a project and company level vendor. "Create Company Vendor" will create a company vendor only. "Create Vendor" is most commonly used. 

Step 3: Fill out vendor information.  

NOTE: The Company or Last Name, Payee name, Vendor Code, and Tax Entity fields are required to submit.  All other information is optional.

A copy of the W-9 can be uploaded by clicking UPLOAD in the W-9 field.

Step 4: Click SUBMIT.

How to: Add company vendors as project vendors:

GreenSlate will notify you when a vendor code or company/last name are recognized. The system will offer to add the existing company vendor as a project vendor.

Step 1: From the left navigation, under Accounts Payable, click VENDORS.

Step 2: Click the COMPANY tab to show all company vendors. 

Note: vendors in black text do not exist as project vendors.

Step 3: Select the company vendors that you'd like to add as project vendors, the click ACTIONS and ADD TO PROJECT.

Step 4: Each vendor selected will need to be submitted on the project level. Vendor profiles will appear with their information prefilled. Review the vendor profile, and click SUBMIT.