Manage Vendors in Law Ruler Follow
Law Ruler offers a comprehensive expenses module that can be used to notate financials. In addition, if you have a QuickBooks Online account, you can take advantage of our integration for your expenses. The vendors you create can be used to attribute expenses to when adding any expense for your records.
To learn more about Law Ruler's QuickBooks integration, click here.
To get started, navigate to Vendors using the blue menu on the left.
⚠️To manage Vendors in Law Ruler, you will need to have “Accounting” user permissions or be an administrative user. Otherwise, you will not see the Vendor option available in the left menu. If you need access to manage Vendors in Law Ruler, then please contact your firm administrator or IT department.
On the main Vendors page, you will be able to see key information about the vendor, such as if a W9 was received, if the vendor is a 1099, if any special terms exist, and the current balance that vendor is owed based on all records in your portal.
To add a new vendor, click the "Add Vendor" button.
⚠️ If you need to add a vendor, it is always recommended to do this directly from the Vendors page and not the Contacts page. All vendors that are added are automatically added to your contacts list.
Next, fill out all fields denoted with an asterisk (*).
💡 If you are using our QBO integration, the Write To field will be used as the name on any checks that are printed. You may change the Write To field to be different from the Vendor name. In addition, the Account # field is required regardless of using the QBO integration. However, if you use our QBO integration, this will be the account number associated with the new vendor.
Click "Save" to create your new vendor.
To edit or delete an existing vendor, use the icons located to the right of each vendor.
If you need further assistance, then please contact Law Ruler Support to assist you further.
🤗 Thank you very much for choosing Law Ruler!
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