Restrict Teampay from Adding New Vendors

Currently, Teampay needs full access to add new vendors to your accounting software.

You can, however, use our rules engine to set restrictions on new vendors before a transaction is made.

For example, if a request is made for a new vendor not currently in your vendor list, you can setup a rule that auto-rejects the purchase request or re-directs the purchase request to be approved by an accountant. In the second scenario, an accountant can then proactively add a vendor to your accounting software before approving.

When the transaction syncs, Teampay should match the transaction to an existing vendor instead of creating a new one.