A vendor is generated in Glean once we receive the first invoice. The vendor name is created based off the DBA name either listed on the invoice or website.
If the invoice is mapped to the WRONG vendor and that vendor exists within your dashboard follow these steps:
Select the pencil icon
Click on the vendor name
Search the correct vendor (can scroll or type ahead)
Select the correct vendor and hit Save
Invoice will be updated and moved to the correct vendor page
Note - if any if the following have occurred to the invoice our team will need to make the updates on your behalf
Header details changed
Bill has been Approved/Denied
Bill has multiple GL allocations
Amortization schedule has been created
Bill has been synced to ledger
Bill has been paid
If two of the SAME vendors are created follow these steps:
Select the pencil icon
Click on the vendor name
Search the correct vendor (can scroll or type ahead)
Select the correct vendor and hit Save
Invoice will be updated and moved to the correct vendor page
Go to Vendors and delete the empty record page
If the invoice is mapped to the WRONG vendor and that vendor does NOT exists within your dashboard follow these steps:
Select [...] and click Report an Issue on the invoice
Select Wrong Vendor
The invoice will be updated in a few minutes.
If the vendor is correct but you want to change the name to the legal name, match your GL supplier, etc follow the below steps:
Navigate to the vendor page
Select Settings
Select General
Edit the Vendor Name
