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Vendors covers vendor management, payments, and W-9 compliance.
Vendors is now its own sidebar item under Financial. It was previously a set of tabs inside Finance.

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Who can use it

Organization Admins and Finance Managers.

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Tabs

Vendor directory with W-9, BAA status, and performance ratings.Columns: Type · Contact · Email · W9 · BAA · Rating
Payment records to vendors with method, amount, and reference tracking.Columns: Vendor · Amount · Method · Date · Reference · StatusReference is what lets you reconcile a payment against your bank record.
W-9 tax identification forms with business structure details.Columns: Tax ID · StructureStructure records the vendor’s business type, which determines their 1099 treatment.
A vendor who can access protected health information needs a business associate agreement before they do so. The BAA column is a HIPAA control, not administrative housekeeping — an unsigned BAA on a vendor with PHI access is a reportable gap. See HIPAA compliance.

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Onboarding a vendor

1

Add the vendor record

Set the type and contact details.
2

Collect the W-9

Record the tax ID and business structure. You need this before year-end 1099 reporting.
3

Determine whether a BAA is required

Any vendor who may see protected health information needs one.
4

Record the BAA

Set the BAA status once signed. Also visible under HIPAA compliance.
5

Rate performance over time

Keep Rating current so renewal decisions have evidence behind them.

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Troubleshooting

Procurement

Invoices and supply inventory.

HIPAA compliance

Business associate agreements.