> ## Documentation Index > Fetch the complete documentation index at: https://help.jaxxton.com/llms.txt > Use this file to discover all available pages before exploring further. # Manage vendors > Add and configure vendors in Jaxxton before paying bills. Vendors represent the payees you pay through Bill Pay. Each vendor needs to be active and have a payment method configured before you can submit a bill for ACH payment. ## Add a vendor 1. Go to **Vendors** in the left-hand menu 2. Click **New Vendor** 3. Fill in the vendor details — name, legal name, address, tax ID, and spend category 4. Click **Save** If your approval policy requires vendor creation approval, the new vendor routes to an approver before becoming active. ### Create a vendor from an invoice You can also add a vendor while creating a bill from an uploaded invoice. Jaxxton's AI reads the vendor's details from the invoice and prefills the new vendor: * Name and legal name * Tax ID (EIN) * Country and address * Primary contact's name, email, and phone * Spend category, when one category covers more than half of the bill's line item total To create the vendor: 1. Upload the invoice from **Bill Pay → New bill → Upload invoice** 2. On the bill sheet, open the **Vendor** dropdown and click **Add Vendor** 3. Review the prefilled fields. The vendor sheet shows an **AI-extracted data** notice asking you to check the details before submitting. 4. Correct any fields the AI read incorrectly, then click **Save** If the invoice includes ACH bank details, click **Add payment method** in the bill sheet's payment method selector. Jaxxton prefills the name on account, routing number, and account number. The **Payment Methods** tab shows the same **AI-extracted data** notice. Check the bank details against the invoice before you save. You can collapse the notice with the arrow in its corner and expand it again from the collapsed **AI-extracted data** strip. See [Create a bill](https://help.jaxxton.com/bill-pay/create-a-bill.md#create-a-vendor-from-an-invoice) for the full bill flow. ## Bulk import vendors If you're adding more than a few vendors, use bulk import to create them from a CSV file instead of one at a time. 1. Go to **Vendors** in the left-hand menu 2. Click **Import vendors** in the top-right of the Vendors page 3. Choose **Bulk import (CSV)** from the dropdown 4. (Optional) Download the template — `vendor-import-template.csv` — to start from a pre-formatted file 5. Upload your CSV 6. Map each CSV column to the matching vendor field, then review the preview 7. Confirm to start the import You can return to past or in-progress imports from the same dropdown by choosing **View imports**. ### CSV columns | Field | Required | Notes | | - | - | - | | Vendor name | Yes | Display name for the vendor | | External ID | No | Your own reference (for example, the vendor ID from your accounting system) | | Currency | Yes | ISO 4217 code, e.g. `USD` | | Country | Yes | ISO 3166 code, e.g. `US` | | Contact · First name | Yes | Primary contact's first name | | Contact · Middle name | No | Primary contact's middle name | | Contact · Last name | Yes | Primary contact's last name | | Contact · Email | Yes | Primary contact's email | | Contact · Phone | No | Primary contact's phone number | You can upload your own export — column headers don't have to match exactly. On the mapping step, pick which CSV column feeds each vendor field. Map every required field before you continue. ### Review and fix rows After mapping, Jaxxton parses every row and shows a preview table: * Jaxxton flags rows with validation errors — missing required fields, invalid currency or country codes, malformed emails, and so on. * Click any row to open it in a side sheet, fix the values inline, then save. * You can confirm the import even when some rows still have errors. Jaxxton creates the valid rows and skips the flagged ones. Skipped rows stay visible in the import record so you can fix and retry them. Imports run in the background. Close the page and come back later — the status updates on the **Imports** screen and on the import detail page. ### Approval policy Imported vendors follow your existing vendor creation policy: * If vendor creation **doesn't** require approval, Jaxxton creates imported vendors as active and ready to use. * If vendor creation **does** require approval, each imported vendor lands as **pending** and routes to an approver before it becomes active, exactly like vendors you create through **New vendor**. ## Add a payment method Once a vendor is active, add an ACH payment method so bills can be paid: 1. Open the vendor record 2. Go to the **Payment Methods** tab 3. Click **Add payment method** 4. Enter the vendor's bank account and routing numbers 5. (Optional) Select an **Account type** of **Checking** or **Saving**. Leave it unset if you don't know which the vendor uses. 6. (Optional) Enter a **Nickname**, such as `Main AP account`, to label the method. Nicknames can be up to 100 characters. 7. Save If your policy gates payment method changes behind an approval step, the new method routes for review before it's active. ### Payment method nicknames A nickname is your own label for an ACH payment method. Use it to tell apart multiple methods on the same vendor, for example a main operating account and a separate remittance account. When a method has a nickname, Jaxxton shows the nickname in place of the default label (such as `ACH · `), with the default label underneath. Nicknames appear in: * The vendor's **Payment Methods** tab * The ACH picker on the bill sheet * The review payment step and batch payment details * Approval requests for vendor payment methods To add, change, or remove a nickname on an existing method: 1. Open the vendor record and go to the **Payment Methods** tab 2. Open the payment method's actions menu and click **Edit nickname** 3. Enter the new nickname, or leave the field empty to remove it 4. Click **Save** If your policy requires approval for payment method updates, approvers see the nickname change in the request, including the current nickname and the proposed one. A removed nickname shows as **None**. > [!WARNING] > > Adding or changing vendor payment methods may require approval depending on your organisation's policy. This protects against unauthorised changes to payee bank details. ### Bank account review for Pay in N days Jaxxton reviews vendor bank accounts before paying them with [Pay in N days](https://help.jaxxton.com/bill-pay/payments.md#pay-in-n-days). If Jaxxton denies an account, the account can't receive Pay in N days payments. You can still pay it by ACH from your own account. On a bill, the vendor's bank account selector labels a denied account **Can't receive Pay later payments**, and Jaxxton blocks submitting a Pay in N days bill to it. Pay in N days payments to the account that haven't paid out yet are cancelled or stopped. See [Vendor bank accounts that can't receive Pay in N days](https://help.jaxxton.com/bill-pay/payments.md#vendor-bank-accounts-that-cant-receive-pay-in-n-days) for what happens to affected payments. To keep using Pay in N days for the vendor, add a different bank account for them. If you think the decision is a mistake, contact Jaxxton support. ## Update vendor details Open the vendor record and edit any field directly. Changes to sensitive fields (legal name, tax ID, payment methods) may trigger an approval step depending on your vendor update policy. ## Deactivate a vendor Open the vendor record and set the status to **Inactive**. Inactive vendors can't be used on new bills. Existing bills already associated with the vendor are unaffected. ## Approval workflows for vendors Your organisation can require approval for: * Creating a new vendor * Updating vendor details * Adding, updating, or removing payment methods This is configured in **Company → Policy → Vendor management**. ## FAQ > [accordion] Can I pay a vendor that doesn't have a payment method set up? > > You can create a bill for an off-platform payment (wire, cheque, etc.) without an ACH payment method. For ACH payments, the vendor must have an active ACH method configured before the bill can be submitted. > [accordion] Why is my new vendor in a pending state? > > Your organisation's policy requires approval for new vendor creation. The vendor will become active once an approver approves the request. > [accordion] Can I have multiple payment methods for one vendor? > > Yes. You can add multiple ACH accounts to a single vendor and select which one to use when creating a bill. 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