Introducing Vendors
Published on December 11, 2023 by Shannon Wray
Goodbye pseudo-organisations, Hello Vendors! 💼
Fiscal hosts, this one's for you! 🧑💼
Streamline your financial management by attributing contributions or expenses to external entities effortlessly.
Set up your list of Vendors specific to your fiscal host. Each vendor represents an external entity, and here's the best part – they have no public profile! 🤫
🌟 How to Get Started:
- Enable the new Dashboard feature in the preview feature settings.
- Navigate to your Fiscal Host Dashboard and select Vendors.
- Review potential vendors or create new ones.
- Easily edit, update, archive, or unarchive vendors as needed.
The previous workaround for these external entities was to create ‘pseudo-organizations’. Utilize the migration tool under potential vendors to transform past organization into vendors. This will help with our efforts to clear out these profiles from public view.
View our Documentation for more information on how you can make the most of this new feature.
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