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Assign a Vendor to a Device

Assign vendors to your devices on the Add Device or Edit Device page for better organization and tracking.

When adding a new device​

  1. Navigate to Devices in the sidebar.

  2. Click the Add Device button to open the Add Device page.

  3. In the Invoice block, locate the Vendor dropdown and select from your existing vendors.

    info

    The Vendor dropdown in the Invoice block is only displayed if you have configured Invoice Settings on the General Settings page.

  4. Complete the remaining required fields (e.g., device name) and click Save.

Vendor selection on Add Device page

tip

When adding a new device, you can use the AI Recognize feature after uploading an invoice document. If the vendor identified by AI Recognize does not yet exist, you can add it directly by clicking the blue + icon, then clicking Save in the dialog that appears.

AI Recognize vendor detection

Adding a new vendor via AI Recognize

When editing an existing device​

  1. Click Devices in the sidebar.

  2. Select the device you want to edit.

  3. Click Edit in the information panel on the right to open the Edit Device page.

  4. In the Invoice block, update the vendor as needed.

  5. Click Save in the top-right corner.

Edit menu in the device information panel

Editing the vendor on the Edit Device page