Home Vendor Reconciliation How do I enter or change the Vendor / supplier name?

How do I enter or change the Vendor / supplier name?

Last updated on Apr 28, 2026

Short Answer: Click the 'Vendor / supplier name' field and type the vendor name (placeholder: 'Enter vendor / supplier name').

PreRequisites

  1. Be on the New reconciliation page

Steps

  1. Locate the 'Vendor / supplier name' field to the right of the reconciliation type dropdown.
    You see the input with placeholder text 'Enter vendor / supplier name'.

  2. Click the field and type or edit the vendor name.
    The vendor name is entered and visible in the field.

  3. Continue uploading files and run the reconciliation after confirming the vendor name.
    Vendor name remains set while you upload files and click 'Run reconciliation'.

Troubleshooting

  1. Cannot type in the 'Vendor / supplier name' field.
    LikelyCause: Temporary page issue or focus problem.
    Action: Click elsewhere on the page to reset focus, refresh the page, and try again.