To view and edit vendor details, click on the vendor in the table. You can manage the following properties of your selected vendor:
- General: Basic information (vendor name, vendor owner, vendor country/region, vendor address, business registration number), Vendor contacts, Payment information
- Accounting rules: The selected accounting details will auto-populate whenever this vendor is selected for a bill.
- Documents: Upload files relevant to the vendor
- Bills: View bills with this vendor and click into the bill to view details
Adding payment information to a vendor
Click on ‘Add payment information’. There are two ways to add payment information:
- If you have previously paid the vendor via an Airwallex Transfer, you can copy the payment information from that Airwallex Transfer Recipient into the Vendor details.
- You can manually add new bank account details to the vendor
When paying bills from this vendor in the future, you can select from any of the payment information saved against this vendor.
Note that changes made to vendor information in Vendor Management will not update any Transfer Contact information, and similarly changes made in Transfer Contacts will not reflect in Vendor Management.
Note that Vendor payment information is only used for Airwallex Bill Payments. Reimbursement payments will still be made to the recipient’s Airwallex user profile information, not the vendor payment information.
Configuring Accounting Rules for a vendor
Vendor accounting rules speed up bill creation and reduce manual errors by automatically populating accounting fields for a bill whenever the vendor is selected. You can still override these values manually as needed while editing the bill.
To manage accounting rules, click on the ‘Accounting rules’ tab, and then click on the pencil icon to edit the rules. Once done, click on the ‘tick’ button to confirm changes and then ‘Save changes’.