RELATED IDEAS
Add Note to Vendor
In addition to being able to attach an image to Vendor Set-up (like W-9) there should be a section under Vendor where you can save notes.
In addition to being able to attach an image to Vendor Set-up (like W-9) there should be a section under Vendor where you can save notes.
I strongly advocate for the ability to save both notes and supporting documents within the Vendor profile in AgilLink. This feature is not just a convenience—it is essential for financial accuracy, compliance, and fraud prevention.
Currently, critical vendor-related information, such as W-9s, banking details, and compliance notes, is often stored externally or within disconnected systems. This fragmentation increases the risk of errors, inefficiencies, and security vulnerabilities. By enabling users to attach both notes and essential documents (e.g., W-9s, banking verification, compliance documentation) directly to a vendor’s profile, AgilLink would enhance audit readiness, streamline 1099 reporting, and significantly reduce the risk of miscommunication or fraud.
This enhancement aligns with industry best practices in financial controls and vendor management. It would empower finance teams to operate more efficiently, ensure regulatory compliance, and strengthen internal controls. Implementing this feature would be a meaningful step toward helping users work smarter, not harder.
I strongly urge AgilLink to prioritize this request, as it addresses a critical need for organizations relying on the platform for secure and efficient vendor management.
Please implement this soon! We all need it. Help us work smarter, not harder.
Please implement this! So often I receive important information that needs to go with the vendor.
this would be very helpful
This would be so helpful to store W-9s or other documents and notes associated with the vendors.
I have vendors who've been offered electronic payment methods and indicated they PREFER checks. I'd like a place to note WHY this vendor doesn't need a 1099 (S Corp, won't provided W9, etc.)
Is this going to be implemented? It should. It would be so helpful to have a note section in the vendor profile. A perfect example would be to be able to make a note that a W9 is on file.
Agreed, also a note page for the client in general (not just for the vendor but for the whole client).