Vendors, Categories, and Payment Methods

Why these lists matter

Vendors, categories, service types, and payment methods shape how documents are grouped and how cleanly your reporting works. A little setup here makes search, dashboards, and spend rollups much more useful.

Where each item is managed

1. Vendors can be created directly during document entry or extraction review.
2. Categories and service types are managed in Settings.
3. Payment methods are managed in Settings and selected on documents or extraction review.

Recommended setup

1. Create categories that match how you actually review spend or ownership.
2. Add service types under categories for cleaner filtering.
3. Keep vendor names consistent to avoid duplicates.
4. Add common payment methods like ACH, card, check, or autopay so reviewers can map extracted values quickly.