DonatePR.com
  • Welcome
  • About
    • Introduction
    • Documentation
    • Terminology
    • Company
    • Pricing
    • Team
    • The DonatePR Way
      • Mission and Values
      • Community Guidelines
    • Hiring
    • Investors
    • Contributing
    • Refund Policy
    • Contact Us
  • Product
    • Features
    • Comparison
    • User Profile
    • Dashboard
      • Preview Features
    • Currencies
    • Log-in System
    • Privacy Policy
    • Moderation
    • Security
    • Ledger
      • Individual Transactions
      • Transaction Pairs, Groups & Perspectives
      • Viewing Transactions
      • Exporting Transactions
      • Fiscal Host Ledger Perspective
      • Contributions in the Ledger
      • Added Funds in the Ledger
      • Expenses in the Ledger
      • Ledger Changelog
    • Notifications
    • Two-factor Authentication
    • Activity Log
  • Communities
    • Communities FAQ
    • Creating a Community
    • Quick Start Guide
    • Community Settings
      • Customize Community
      • Team
      • Community Goals & Tiers
      • Expense Policy
      • Data Export
      • Security
      • Integrations
      • Zero Community Balance
      • Closing a Community
    • Add Fiscal Host
    • Change Fiscal Host
    • Transparent Budget
    • Expenses
    • Updates & Comms
    • Custom Email
    • Moderation
    • Conversations
    • Events
    • Projects
    • Funding Options
    • Connected Communities
    • Contribution flow
  • Financial Contributors
    • Financial Contributors FAQ
    • Guest contributions
    • Payments
    • Platform Tips
    • Receipts
    • Donation Letter
    • Community to Community
    • Organizations
      • Organization FAQ
      • Funds
      • Bulk Transfers
  • Expenses & Getting Paid
    • Expenses FAQ
    • Submitting Expenses
      • Inviting a third-party to submit an Expense
    • Expense Comments
    • Edit or Download an Expense
    • Receiving payment through Payoneer or Wise
    • Tax Information
  • Fiscal Hosts
    • Fiscal Hosts FAQ
    • Becoming a Fiscal Host
    • Creating a Fiscal Host
    • Organisation Settings
      • Info
      • Customize Profile Page
      • Connect external accounts
      • Accounting Categories
      • Security
      • Manage updates
      • Policies
    • Fiscal Host Dashboard
      • Expenses
      • Financial contributions
      • Pending applications
      • Hosted Communities
      • Vendors
      • Transaction Report
        • Reports
    • Receiving Money
      • Bank Transfers
      • Credit Card
      • Add Funds Manually
      • Expected Funds
    • Payouts
      • Payouts with PayPal
      • Two-factor authentication for payouts
      • Refunds
    • Host Fees
    • Local Tax Support
    • Agreement Templates
  • Independent Communities
    • About Independent Communities
    • Create an Independent Community
      • Migrate from Self-Hosted to Independent Community
      • Migrate from a Fiscal Host to Independent Community
    • Independent Community Setup
    • Independent Community Management
      • Money coming in: Contributions
      • Money going out: Expenses
    • Close an Independent Community
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On this page
  • Review existing Vendors
  • Create a vendor
  • Edit and update a vendor
  • Archive/unarchive a Vendor
  • Assign contributions to vendors
  • Submit an expense on behalf of a vendor
  • Enabling other expense submitters to submit expenses on behalf of vendors
  1. Fiscal Hosts
  2. Fiscal Host Dashboard

Vendors

Streamline your financial management by attributing contributions or expenses to external entities effortlessly. Set up a list of vendors specific to your fiscal host.

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Last updated 6 months ago

A vendor represents an external entity that fiscal hosts can attribute contributions or expenses to. Vendors have no public profile and are only able to be created and edited by Fiscal Host Admins.

Navigate to your Fiscal Host Dashboard and select Vendors.

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Review existing Vendors

Utilize our potential vendor tool to transform any past organizations into vendors and contribute to a cleaner platform.

These are organizations that any admin of your fiscal host is also an admin of. They have been used to submit an expense to either your fiscal host or any of your communities.

Create a vendor

You can create a vendor by clicking on “Create Vendor”

You will then be prompted to provide the following vendor information.

  • Image (optional)

  • Vendors Name

  • Vendors Legal Name (optional)

  • Tax Form (optional)

    • Tax Form URL (optional)

  • Tax Identification

    • Identification System (optional)

    • ID Number (optional)

  • Mailing Address (optional)

  • Contact Name (optional)

  • Contact's email (optional)

  • Payout method (optional)

  • Notes (optional)

Automatic tax form collection is not active by default for Vendors. When creating a Vendor this information needs to be manually provided.

Edit and update a vendor

Click on an existing vendor to call up a side-drawer that will display the current vendor information.

To edit the vendor details click on Edit Vendor

When you are done editing click on Update Vendor.

Archive/unarchive a Vendor

Click on the three dots to the right of the Vendor and select the Archive button.

You can view all archived vendors in the archived tab. Within this view you can unarchive vendors.

Assign contributions to vendors

When creating contributions (through either added funds or expected funds) you can attribute the contribution to a vendor by typing in the vendors name.

You can also create a new vendor by simply entering a vendor name and clicking Create Vendor.

You can add additional vendor information via the Vendor settings in your fiscal host dashboard.

Submit an expense on behalf of a vendor

When submitting an expense you can attribute it to a vendor by typing in the vendors name. Only vendors with a payment method will be shown.

You will not be prompted for a payment method. The payment method that is listed for the vendor in the vendor settings will be used to process the payment.

Enabling other expense submitters to submit expenses on behalf of vendors

By default, only fiscal host admins are able to submit expenses to vendors. However, you can enable expense submitters to also submit expenses to your vendors.

To enable this, go to the Fiscal host dashboard, settings, Policies. There you will find an option to enable others (users who are not fiscal host admins) to submit expenses to vendors.

If this is enabled expense submitters will be able to choose a vendor from a list of the vendors that have a payment method.

Vendors may not always have a payment method attached due to being used for incoming contributions. In order to payout an expense this payment information will need to be added by a Fiscal host admin.

If a expense submitter encounters a new vendor they have to reach out to their fiscal host to ask that the vendor be created.