How To Save and Retrieve Vendor

Role: ✔ Admin, ✔ Team Manager, ✔ Accountant, ✔ Bookkeeper, ✖ Employee

Save and Retrieve Vendor is a feature that allows Spenmo users to save recipient details for future invoice payments. This will remove the necessity for users to re-enter payment details each time invoice payment is created to a previously paid recipient. At the same time, this will reduce the possibility of entering the wrong recipient details. 

Saving a Vendor

1. Click on 'Bills' on your Spenmo dashboard.

2. On the Bills page, click on the ‘+New Bill’ button to create a bill using the drag and drop method or attach multiple invoices to create bills. Once you upload or drop multiple invoices then those invoices are automatically scanned and created as draft bills. Each attachment is created as one draft bill. You can review the draft and then submit the draft bills for approval and payment processing. We accept JPG, PNG, and PDF formats for the invoice. 

3. Click on the ‘Browse files’ button to upload your invoice file or simply drag and drop the file. We accept JPG, PNG, and PDF formats for the invoice.

4. To add a new recipient, click on ‘Recipient’ and select ‘+ New Recipient’.

5. The user is brought to the New Recipient page. Fill in the recipient details and click ‘Next’.

6. Review the entered information and click the ‘Submit’ button

7. The recipient information is saved new vendor and the user is navigated to the New Bill page. The recipient information can be viewed by clicking on “View Details”.

Retrieving a saved Vendor

1. Follow steps 1 to 3 as instructed above. 

2. To retrieve a saved vendor, click on ‘Recipient’ and select a saved vendor from the drop-down menu.

3. Fill in the remaining required bill details if any

4. Once all the entered information is reviewed, click ‘Submit’ to proceed.

Please reach out to support@spenmo.com for any additional assistance required.