How to add expense suppliers

Open Expenses, then go to the Suppliers tab.

What suppliers are for

Suppliers is your list of who you pay regularly, not a record of everyone you have ever paid once. Add someone here and you can pick them from a list on future expenses instead of typing their name fresh every time.

Adding a supplier

Click Add Supplier, top right.

Enter the supplier's name, which is required, and you will see a Regular toggle, switched on by default.

Regular is what keeps this list to the suppliers actually worth having on it. A supplier added here is saved to this list either way, so leaving it on simply marks them as one of your regular payees rather than a one off you happened to add through this screen.

Save, and the supplier is immediately available to select the next time you or anyone on your team logs an expense.

Adding a supplier while logging an expense

You do not have to come here first. On the Add Expense form, choosing Supplier as the payee lets you search your existing suppliers or type a new name on the spot.

A name typed fresh this way is treated as a one off. It stays attached to that single expense and is not added to this list, so a business you only paid once does not end up cluttering your list of regular suppliers.

If you know you will be paying someone again, add them properly from this tab instead, so they are ready to select next time rather than typed fresh again.

Editing and removing a supplier

Each supplier in the list has edit and delete icons next to it, so you can update their details or remove them if you no longer use them.