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Managing your vendors and bill categories

A vendor is a supplier you pay. Teya keeps your vendors in one place along with other recipients so you do not have to re-enter their details each time you make a transaction. You can use this guide to add, edit, and remove vendors, and to review how Teya categorises your bills.

Adding a vendor

If a bill is for a vendor Teya does not recognise on your Account, you can create a new vendor profile. You will need to provide their name, contact details, address, VAT Number, and bank account details.

Important: When you add bank details, Teya checks the entered account details and the name to help ensure you pay the correct account.

Viewing and editing vendors

You can see all vendors for your business, including their contact details, payment details, status, and how much you have spent with them. You can update a vendor's details whenever you need to, with the exception of their bank account details and their name.

Important: If either the bank account details or the vendor name changes, you must remove the existing vendor with the outdated information and create a new one.

Removing a vendor

If you have the required permissions, you can delete a vendor from your Account:

  1. Tap on the vendor from the Recipients list.

  2. Tap on Edit.

  3. Scroll down to the bottom of the screen.

  4. Delete the vendor.

Note: If the vendor has a bill still waiting to be paid, Teya warns you first. Teya then moves any affected bill back to a state that needs approval.

Categorising your bills

When Teya reads a bill, it assigns a category so your spending is organised and ready for your accounts. You can change a bill's category on any finished bill payment.

Bill categories include:

  • Bank fees

  • Cars, land or premises asset

  • Fuel

  • Hotels and accommodation

  • Insurance

  • Loan interest payments

  • Marketing

  • Office supplies

  • Operational equipment

  • Phone and internet

  • Professional fees

  • Rent

  • Shipping and postage

  • Supplier payments

  • Software and IT costs

  • Staff costs

  • Taxes

  • Travel

  • Utilities and work premises

  • Vehicle maintenance

  • Other Expenses

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