Pinning a vendor to the home screen of your vendors tab allows you to see a graph of upcoming payments and overdue payments. You can quickly add a purchase order, invoice, and make payments using the buttons displayed on their profile.
- Click Vendors from the navigation bar to open the vendor tab.
- In the top right of the screen click 'View all vendors'.
- Click 'View' next to the vendor you would like to pin, this will open the details of this vendor.
- In the top right corner open 'Quick links'. Then click 'Pin vendor to home screen'.
- You can now go back to the vendor home screen and the vendor will appear. You can quickly add PO, invoices, and payments here:
