Vendors are available as part of Accounting by Guesty, which is a premium feature. Please contact us to discuss activating it.
If you are working with third-party service providers that are paid directly from your business's trust account in your business model, add these vendors to Guesty and keep track of payments owed to them. This article describes how to add new vendors, edit and delete existing vendors, and add a filter to a vendors custom view.
Tip:
Learn about the different types of contacts in Guesty here.
Adding a new vendor
Step by step:
- Sign in to your Guesty account.
- In the top menu, hover over People and select Vendors from the drop-down menu.
- Click the + icon to the right.
- Fill in the relevant fields.
- Click Confirm.
Editing a vendor's information
Step by step:
- Sign in to your Guesty account.
- In the top menu, hover over People and select Vendors from the drop-down menu.
- Select the relevant vendor.
- Edit the vendor's information as needed.
- Click Confirm.
Deleting a vendor
Important:
Vendors created by default for the reporting of taxes cannot be deleted. Additionally, vendors with a balance different than zero cannot be deleted.
Step by step:
- Sign in to your Guesty account.
- In the top menu, hover over People and select Vendors from the drop-down menu.
- Locate the relevant vendor and click the three dots at the end of the row.
- Click Delete and confirm in the pop-up message.
Adding a filter to a vendor's custom view:
Step by step:
- Sign in to your Guesty account.
- In the top menu, hover over People and select Vendors from the drop-down menu.
- On the left, above the list of vendors, click the "+" to add a filter.
- In the pop-up, select the relevant filter.
- Click Save.
- To the top-right, click Save as.
- In the pop-up, name the new custom view.
- Click Save.
Tip:
You can mark a custom view as a "Favorite" by hovering over it and clicking the star to the right. It will be added to the "Favorites" section of the drop-down.
