Did you know that you can ask your vendors to upload their bills directly in TrakIT? And you can approve or reject them? Let's take a look at how this can be done.
Vendor Expense Linking
A vendor is an entity that is providing services to your company. If you are using the finance module of TrakIT, then you register the expenses related to the shipment under the Job Finance page. These expenses (or disbursements) can then be linked to the billing party (vendor).
Below is an example of how income and expenses look.
If you would like to provide access to your vendor to be able to upload bills directly in TrakIT, you will first need to create a user profile and then link the user to the Entity that represents the vendor.
1) Go to Admin > User Management > External tab.
2) Create a new user. A welcome email with credentials will automatically be sent to the email address provided.
3) After creating the user, go to the Linked Entities tab and click 'Add Entity'.