Skip to main content
Everything on the cost side of the business, under Menu → Vendors.
Mobile vendors screen showing the Vendors, Expenses, and Reports tabs with an empty vendor list.

Three tabs: Vendors, Expenses, and Reports.

​
Three tabs

​
Vendors

Add a subcontractor or supplier with the + button. Set its payment terms and optional default cost, then open the vendor to review its contact details, compliance documents, related orders, and expense history.

​
Expenses

Record vendor spend where it happens — a materials purchase, an overhead bill, or a subcontractor’s invoice. The due date follows the vendor’s payment terms by default, and you can adjust it before saving. The summary separates recorded payables from job costs that still need an expense. This prevents an order cost from disappearing just because accounts payable has not recorded it yet.
An expense with an active payment cannot be edited or deleted. Void every active payment first. Once all payments are voided, you can correct or delete the expense; the voided payment history remains visible for audit purposes. Deleting an expense created from job costs returns those costs to Order costs to pay.
Expenses created from an order cost keep their original vendor and type. Correct the underlying job cost if that source information is wrong.
The reason to do this on the phone is timing. An expense recorded at the counter is accurate; one reconstructed from receipts a week later usually isn’t.

​
Reports

Review spend over time, expense-type mix, vendor concentration, spend by vendor, and year-end reporting data. For broader profitability reporting across the business, use Insights.

Insights

Reports by type and date range, exportable as CSV.

Vendors on the web

Vendor records, payments, documents, and reconciliation.