How to pin a vendor to the home screen

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.

  1. Click Vendors from the navigation bar to open the vendor tab.

  2. In the top right of the screen click 'View all vendors'.

  3. Click 'View' next to the vendor you would like to pin, this will open the details of this vendor.

  4.  In the top right corner open 'Quick links'. Then click 'Pin vendor to home screen'.

  5. You can now go back to the vendor home screen and the vendor will appear. You can quickly add PO, invoices, and payments here: