Vendors

Two ways to get a vendor into Finnoto — invite them to onboard themselves, or add them yourself — and what to set up first.

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Vendor-managed vendors receive an invitation, fill in their own details and documents, and keep them current through the vendor portal. Business-managed vendors are added and maintained by your team.

Vendor onboarding and Client Connect
Set document preferences and invite vendors
Add a business-managed, GST-registered vendor
Add a business-managed vendor without GST

Create a GRN/SRN from a PO and raise the expense

Record goods or services received against a purchase order, then generate the expense from that receipt.

Vendor onboarding and Client Connect

How a vendor is invited, completes onboarding, and connects to your business through Client Connect.