How to Edit Vendor Profiles

FINSYNC allows you to easily make edits to any Vendors that you have added into your catalog.

To edit any Vendor Profiles that you have added into your FINSYNC account, follow the steps outlined below: 

1.  Click Payments in the top menu.

2.  Click Vendors in the left menu.

3.  Click the row of the Vendor you want to edit.

 

4. Make edits to any of the following tabs: Vendor, Contacts, Payment Method, Notes.

5. Click Save Changes.