FAQ – I want to link an expense to a vendor

First, you need to make sure you have set up your vendors.  You can do so by navigating to  ‘Sitemap->Set Up Vendors’.

Now you need to  create a new Expense.  Navigate to the Expenses Page by clicking on the  ‘Expense’ button on the left hand navigation bar.   Click on the green ‘+Add’ button and you will be able to enter in the details for the expense.  Since you have already set up your Vendors, Yardbook will automatically match the Vendor once you type their name into the ‘Paid To’ field.  Once you have entered all the details, be sure to save your data.