Add/Edit Vendors

If you are a new Werx account and you are connecting your account to QuickBooks Online, it is HIGHLY recommended that you import your Vendors from QuickBooks before creating new customers in Werx. This will insure that your existing vendors will sync properly in Werx.

Create a new Vendor

1. In the main lefthand navigation, click Expenses > Vendors
2. On the Customers list screen, click the Add Customer button in top right corner.

Vendor Details

1. In the vendor details screen, complete the vendor details fields. If your organization has vendor number settings set to “Manual” in the Advanced Settings section, you may enter a vendor number here. If your customer number settings are set to “Auto” then a number will be assigned when saved.

Vendor Settings

1. Select Default Payment Terms* from the dropdown. This will automatically be applied as the default payment terms to projects for this customer. Payment terms can be changed at the project and invoice level.
2. Enter your Account Number with this vendor.
3. If your Werx account is connected to QuickBooks Online, you may select a Default Income Account from the dropdown. If your organization admin as set Income Defaults in the QuickBooks integration settings, then this field will be automatically be set to that default account, but CAN be edited.
4. Select the Default Expense Type for this vendor. This will autofill the cost type for each line item on POs/Bills/Expenses. These expense types CAN be edited when creating POs/Bills/Expenses.
5. Select the check box if this vendor is a 1099 contractor.

The “Track Payments for 1099” option is typically chosen when a new vendor is synced with QuickBooks Online. This selection notifies QuickBooks to monitor payments made to the vendor in order to generate necessary 1099 documentation at the end of the year.

Vendor Contacts

Setting up vendor contacts will allow your users to assign individual contacts to particular projects for better communication.

1. Click Contacts from the left side tabs in the Vendor Details screen.
2. Click Add Another Contact link to add as many contacts as you like.
3. Check the Make Primary Contact check box on the contact you wish to tag as this vendor’s primary contact. This is the person who will receive most high-level communications
4. To delete a contact from the list, click the – button to the right of the contacts information.

Sync to QuickBooks Online

For accounts connected to QuickBooks Online

Once you have completed the vendor details and are ready to sync this customer to QuickBooks, select the Send to QuickBooks checkbox and then click Save.

If the Send to QuickBooks checkbox is greyed out and not selectable, please have an administrator check your QuickBooks Online connection settings to make sure your accounts are connected.

Edit a Vendor

1. In the vendor list screen, click the vendor you want to edit.
2. In the individual vendor screen click the More button in the top right
3. Click Edit Vendor from the dropdown
4. Make the required changes and click Save

Activate/Deactivate Customers

Use the Active toggle in the bottom left of screen Customer Detail screen to make a customer active or inactive.