Account Settings and Preferences
Learn about managing bank accounts, company profile, users and more.
- How do I update or add a Bank Account?
- Where do I set rules for my non-regulated payments?
- How do I remove vendors, locations, and bank accounts, and update my email address?
Invoices
View invoice details, payment activity, and learn to manage non-regulated invoices.
- How do I see all of my invoices?
- Where do I upload and manage my non-regulated invoices?
- Where can I find Payment Activity for invoices from vendors and distributors?
Locations
Add or manage retail locations and their vendors.
- How do I add a new location?
- How do I manage my locations?
- Should I add a location to my existing account or register a new company?
Distributors & Vendors
Add or update distributor and vendor relationships.
- How do I add a vendor to a location?
- How do I manage my current vendors & distributors?
- How do I manage relationship requests from vendors and distributors?
Reporting & Insights
Find out how to protect margins, view spending habits, and monitor sales.
- What does Reporting tell me?
- How can Insights protect my margins?
- How can Product Analysis help reduce costs?