To activate, click on “Get started”. Activation can be performed by users who have the permission to Manage Settings. After activation, Vendor Management will be available to eligible users in your organisation.
To activate Vendor Management, click on “Get started”. This action can only be performed by users who have the permission to Manage Settings. Once activated, Vendor Management will become available to users with Vendor Management permissions within your organisation.
The first thing to do is to click the ‘Import’ button. This populates Vendor Management with existing vendors that you have previously set up, including their name, business registration number, contact names, contact emails, and payment information. If the vendor was previously paid in Airwallex as a Transfer Contact, their bank details will also be automatically copied into Vendor Management.
Once imported, vendors will appear as ‘Active’, which means they can immediately be used for coding and paying bills. In addition to manual imports, vendors are also imported automatically when you upload bills that contain new vendor information.
Vendor Management supports importing data from popular accounting platforms including Xero, NetSuite, and QuickBooks. If you're using Xero, only contacts classified as suppliers (not customers) will be imported.
If you’ve recently created new vendors in your connected accounting system and want to ensure they are available in Airwallex, you’ll need to refresh your accounting provider connection. To do this, navigate to Settings, click on Connections, select Expenses and Bills, and then click ‘Refresh Connection’. This step updates the connection and brings in any newly added vendors.
