You can add vendors directly within Forwardly, whether or not your accounting software is connected.
How to add a vendor or payee if your accounting software is connected
- Add the vendor or payee in your accounting software.
- Then re-sync your Forwardly account. The new vendor will automatically appear in Forwardly.
How to add a vendor or payee if your accounting software is not connected
- On the left-hand navigation bar, click on Pay and then Vendors.
- Click Add New.
- Either:
- Search and select a business from the Forwardly Business Network, or
- Manually enter the vendor's business name, email address, and billing address.
| Tip: Forwardly currently supports leading accounting software integrations, with more planned soon. Click here to see the full list. |