Tutorial

Vendor Details


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Ever find yourself wondering what the latest is on the financial relationship between you and a vendor? There are a million questions that come up across your business and Digits helps answer all of them in a fraction of the time. 

 

Digits has done the work for you. With no work on your part, you'll see aggregated information about your company's relationship with the vendor while also being deeply explorable. 

 

 

Vendor Details - The identity and contact information about this vendor:

  1. The logo of the vendor
  2. The vendor's name
  3. The vendor's description
  4. Contact information for the vendor including social media, website, and support

Vendor Statistics - Aggregated information (over a time period):

  1. Total spend
  2. Number of transactions with the vendor 
  3. Average transaction value across the time selected
  4. An interactive bar graph so you can see the variance between the months

Full Transaction List - List of individual transactions with this vendor:

  1. Digits Search auto-detects recurring transactions. You'll see it with a green recurring icon and the frequency (months, weeks, even fortnights!)
  2. The vendor's logo
  3. The vendor's name
  4. The name of the category that transaction is in on the ledger
  5. The owner of that transaction
  6. The transaction value

Date Organization and Transaction Sorting - Organize what you see by date range and sort transactions

  1. Choose the date/period in the top right to change the date range in question
  2. Choose the dropdown next to the “By Date” in the top right of the transaction list, below the chart to choose to sort by date or monetary value
  3. Select to see the view by category which will show you across the business where the spend with a vendor falls. 

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