What vendors are used for
- Bill Pay — every bill payment requires an active vendor with a configured payment method
- Spend categorisation — vendor records include spend category assignments that feed into accounting sync
- ERP mapping — vendors in Dash.fi can be mapped to corresponding vendor records in QuickBooks, Xero, or NetSuite, so payments sync to the right payee in your GL
- Approval workflows — vendor creation and payment method changes can be routed through your approval policy
Vendor directory
The full vendor list is accessible from Vendors in the left-hand navigation. You can search, filter by status, and view all payment methods and associated bills for each vendor from the directory.Background monitoring
Dash.fi monitors vendor banking details for changes that may indicate fraud or error. If a vendor’s bank account or routing number changes unexpectedly, the platform flags it for review before the next payment processes.Managing vendors
- Manage vendors — add vendors, configure ACH payment methods, and understand approval flows for vendor changes
- Vendor details — contacts, tax information (EIN/SSN), vendor owners, and how to disable or delete a vendor