Payables - creating a custom field at the vendor level

Cyndi Park · August 14

For state reporting, I'd like to track certified vendors (such as minority owned). I see that there are custom fields that can be added on the invoice level. But I want a custom field on the vendor level - that I can then pull a query on. Any suggestions would be greatly appreciated! We have been using the system for 2 years but are now trying to utilize it better. Thank you!

Alex Wong · August 14

You can add Vendor custom field directly on the Vendor record. Then in query, vendor custom field is available to be queried on.

Not sure what suggestion you are looking for.

Cyndi Park · August 15

Thank you! Maybe with things moving I can't understand how to add a custom field so that it appears in the drop-down of the vendor record. It states that Settings has moved to Payables, but I don't see Payables, Settings. And I don't see where under Settings, Payable there is the option to add a custom field.

Alex Wong · August 15

I see, you are not trying to add a vendor custom field to a vendor, you are trying to add a new vendor custom field category as a selection.

Payables - creating a custom field at the vendor level

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