--- title: Vendors description: Vendors in ExpensePoint --- [Back to home](https://support.expensepoint.com/migrated) - [ Overview ](https://support.expensepoint.com/migrated/overview) - [ Introduction ](https://support.expensepoint.com/migrated/overview#introduction) - [ Get Started ](https://support.expensepoint.com/migrated/overview#get-started) - [ User Interface Familiarization ](https://support.expensepoint.com/migrated/overview#user-interface-familiarization) - [ Initial Configurations ](https://support.expensepoint.com/migrated/overview#initial-configurations) - [ Receipt Management ](https://support.expensepoint.com/migrated/overview#receipt-management) - [ Manage Expense Reports ](https://support.expensepoint.com/migrated/overview#manage-expense-reports) - [ Approval Workflow and Policies ](https://support.expensepoint.com/migrated/overview#approval-workflow-and-policies) - [ Reporting and Analytics ](https://support.expensepoint.com/migrated/overview#reporting-and-analytics) - [ Advanced Settings ](https://support.expensepoint.com/migrated/overview#advanced-settings) - [ Add-On Features ](https://support.expensepoint.com/migrated/overview#add-on-features) - [ Support and Assistance ](https://support.expensepoint.com/migrated/overview#support-and-assistance) - [ User ](https://support.expensepoint.com/migrated/user) - [ Expense Manager ](https://support.expensepoint.com/migrated/user#expense-manager) - [ Submitters and Approvers ](https://support.expensepoint.com/migrated/submitters-and-approvers) - [ Profile ](https://support.expensepoint.com/migrated/submitters-and-approvers#profile) - [ Expense Manager ](https://support.expensepoint.com/migrated/submitters-and-approvers#expense-manager) - [ Approver ](https://support.expensepoint.com/migrated/submitters-and-approvers#approver) - [ Admins and Accounting ](https://support.expensepoint.com/migrated/admins-and-accounting) - [ Transaction Manager ](https://support.expensepoint.com/migrated/admins-and-accounting#transaction-manager) - [ User and Group Manager ](https://support.expensepoint.com/migrated/admins-and-accounting#user-and-group-manager) - [ Workflow Manager ](https://support.expensepoint.com/migrated/admins-and-accounting#workflow-manager) - [ Settings Manager ](https://support.expensepoint.com/migrated/admins-and-accounting#settings-manager) - [ Policy Manager ](https://support.expensepoint.com/migrated/admins-and-accounting#policy-manager) - [ License Administrator ](https://support.expensepoint.com/migrated/admins-and-accounting#license-administrator) - [ Automation Manager ](https://support.expensepoint.com/migrated/admins-and-accounting#automation-manager) - [ Xporter ](https://support.expensepoint.com/migrated/admins-and-accounting#xporter) - [ Analysis Manager ](https://support.expensepoint.com/migrated/admins-and-accounting#analysis-manager) - [ Accounting ](https://support.expensepoint.com/migrated/admins-and-accounting#accounting) - [ Help Docs ](https://support.expensepoint.com/migrated/help-docs) - [ Mobile App ](https://support.expensepoint.com/migrated/help-docs#mobile-app) - [ Knowledge Center Videos ](https://support.expensepoint.com/migrated/knowledge-center-videos) - [ English Videos ](https://support.expensepoint.com/migrated/knowledge-center-videos#english-videos) - [ Vidéos en français ](https://support.expensepoint.com/migrated/knowledge-center-videos#vidéos-en-français) # Vendors The **Vendors **menu option is essential for maintaining accurate vendors records and streamlining expense tracking for effective expense management within your organization.  ExpensePoint™ **Vendors** allow you to manage your vendors or suppliers per expense category. You can associate expenses with specific vendors, making it easier to track and categorize expenditures. This helps the company’s financial analysis, and expense reporting.  To view or set up your vendors, go to the** Vendors** option from the **Personal Settings** navigation menu on the left side of the screen.    ![](https://support.expensepoint.com/hs-fs/hubfs/undefined-Dec-23-2023-04-15-03-9100-PM.png?width=249&height=174&name=undefined-Dec-23-2023-04-15-03-9100-PM.png)    By clicking on it, the **Personal Vendor Editor** will pop up with the list of categories and vendor options.  ![](https://support.expensepoint.com/hs-fs/hubfs/undefined-Dec-23-2023-04-15-25-1959-PM.png?width=652&height=531&name=undefined-Dec-23-2023-04-15-25-1959-PM.png)  If you already have some vendors set up, the list will display them under the corresponding category. You will also have a few options available to **Add** new vendor, **Remove**, **Cut,** **Paste **or **Copy** any of the existing vendor(s).    ***Add a New Vendor* ** To add a new vendor, go to the **Vendors** option from the **Personal Settings** navigation menu under the **Profile** module.    ![](https://support.expensepoint.com/hs-fs/hubfs/undefined-Dec-23-2023-04-15-32-2624-PM.png?width=249&height=174&name=undefined-Dec-23-2023-04-15-32-2624-PM.png) From the **Personal Vendor Editor **window, click on the category to which you’d like to add the vendor the click on the **Add** button.     ![](https://support.expensepoint.com/hs-fs/hubfs/undefined-Dec-23-2023-04-15-42-5231-PM.png?width=656&height=528&name=undefined-Dec-23-2023-04-15-42-5231-PM.png) A new window will pop up to let you **Add Personal Vendor**:  ![](https://support.expensepoint.com/hs-fs/hubfs/undefined-Dec-23-2023-04-15-53-2901-PM.png?width=688&height=166&name=undefined-Dec-23-2023-04-15-53-2901-PM.png) *Note: ** This ![](https://support.expensepoint.com/hs-fs/hubfs/undefined.jpeg?width=24&height=23&name=undefined.jpeg) icon means the field cannot be left empty. It requires text input before it can be saved.*   Enter the name of the** Vendor** in the Title field and **Save** it. Once done, you should be able to see the newly added vendor in your list of **Vendors**.     ![](https://support.expensepoint.com/hs-fs/hubfs/undefined-Dec-23-2023-04-16-18-9026-PM.png?width=657&height=526&name=undefined-Dec-23-2023-04-16-18-9026-PM.png) ***Duplicate or Copy Vendor *** In cases where you need to track expenses by specific categories (e.g., marketing expenses, IT expenses) for the same vendor, duplicating the vendor and associating each duplicate with a specific category can help with expense categorization and reporting.  To duplicate a vendor, go to the **Vendors** option from the **Personal Settings** navigation menu under the **Profile** module.    ![](https://support.expensepoint.com/hs-fs/hubfs/undefined-Dec-23-2023-04-16-35-2040-PM.png?width=249&height=174&name=undefined-Dec-23-2023-04-16-35-2040-PM.png) From the **Personal Vendor Editor **click on the category to which the vendor belongs. Once the category is selected and available vendors are displayed on the right side of the screen, select the desired vendor you wish to duplicate then click on** Copy**:  ![](https://support.expensepoint.com/hs-fs/hubfs/undefined-Dec-23-2023-04-16-40-2462-PM.png?width=582&height=483&name=undefined-Dec-23-2023-04-16-40-2462-PM.png)   Go to the category to which you wish to duplicate the selected vendor.  Then, click on **Paste** button to finalize the duplication.  ![](https://support.expensepoint.com/hs-fs/hubfs/undefined-Dec-23-2023-04-16-47-1045-PM.png?width=582&height=496&name=undefined-Dec-23-2023-04-16-47-1045-PM.png) Now you should see the duplicated vendor in both categories.  ![](https://support.expensepoint.com/hs-fs/hubfs/undefined-Dec-23-2023-04-16-56-6396-PM.png?width=583&height=471&name=undefined-Dec-23-2023-04-16-56-6396-PM.png) ***Move Vendor* ** If you’d like to move a vendor from one category to another, select the category and the vendor you wish to move from the **Personal Vendor Editor** window from the **Vendors **menu option:  ![](https://support.expensepoint.com/hs-fs/hubfs/undefined-Dec-23-2023-04-17-07-5836-PM.png?width=582&height=483&name=undefined-Dec-23-2023-04-17-07-5836-PM.png) Click on the **Cut **button, the select the category to which you’d like to move the vendor to:  ![](https://support.expensepoint.com/hs-fs/hubfs/undefined-Dec-23-2023-04-17-14-4935-PM.png?width=583&height=468&name=undefined-Dec-23-2023-04-17-14-4935-PM.png) Then click on the **Paste** button. The **Vendor** will be now moved to this category and removed from the previous category:  ![](https://support.expensepoint.com/hs-fs/hubfs/undefined-Dec-23-2023-04-17-29-5589-PM.png?width=657&height=270&name=undefined-Dec-23-2023-04-17-29-5589-PM.png)