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How to Add a New Vendor in Eano Pro (Auto-Vendor Creation)

R
Written by Rosse Montalban
Updated over a month ago

Eano Pro now supports automatic vendor creation—making expense entry even more efficient. When logging a purchase, you can now type in any vendor name, and Eano Pro will automatically add it to your vendor list for future use.

✨ What’s New:

  • No need to pre-load vendor names.

  • Simply enter the vendor (e.g., “Home Depot”, “Lowe’s”) in the expense form.

  • If it doesn’t exist yet, Eano Pro will add it for you once the entry is saved.


🧾 Step-by-Step: How to Add a Vendor Automatically

  1. Go to the Expense Entry Form:

    • Navigate to any project → Finances tab → Expenses sub-tab.

    • Click on + Add Expense.

  2. Enter Vendor Name:

    • In the Vendor Name field, start typing (e.g., Lowe).

    • If no match is found, you’ll see this message:
      "No matches in your team. We’ll automatically add [Vendor Name] as a vendor once you save the data."

  1. Complete the Expense Entry:

    • Fill out the rest of the expense form as usual.

    • Click Record Payment.

  2. Done!

    • The new vendor will now appear in your team’s vendor list and can be reused in future entries.


✅ Why This Helps:

  • Saves time: No separate vendor setup step.

  • Minimizes errors: Avoids duplicated vendor names.

  • Streamlined workflow: Makes expense logging smoother for field teams and project managers.

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