>>Expense >Settings >Vendors

Learn how to manage your authorized suppliers or vendors for your expense claims in KAMI!

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Add Single Vendor

Step 1: Add Vendor - Fill out the form and complete only as much basic information as you can here.

• Code - Any special code you have per Vendor
• TIN - Tax Identification Number of authorized Vendor
• Limit * - Amount claim limit (i.e., for any Jollibee Corporation claims, you only allow 500PHP for the reimbursable amount)
• Expense Types - Choose the types you created in Expense Types
• Address - Vendor's exact address for reporting purposes

 Step 2: Save

The added vendors will be displayed on the page

Add Vendors in Bulk

>> Settings >Bulk Data >Import/Export >Expense Vendors

There are instances when a certain company has many Vendors. Adding a large number of vendors can be done easily by importing vendor details in bulk.

Step 1: Get the template - click Expense Vendors and select Import type to download template

Step 2: Complete the template

Step 3: Import - go back to the Expense Vendors > Import and browse the file

Once done importing, there will be an email and browser notification that import process is complete. 

If Success, it will state how many vendors were successfully uploaded. If Failed, a detailed report will be provided to your email so you can make amendments.

If you want to have a copy of all the Expense Vendors, simple select Export type and download the file.

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That's it, you have successfully added a Vendor!