Add and review a vendor

In short

Add a vendor’s website and use Enrich to look for contact, logo and cancellation details. Review the suggested fields before saving.

Before you start

Vendors is available on Pro and Family. Enrichment may find only some details or return no usable result. A viewer cannot add or edit vendors.

Add the vendor

  1. Open Vendors and select Add vendor.
  2. Enter the company’s website and select Enrich.
  3. Review its name, logo, contact details and cancellation URL. Apply any pending suggestion you want to keep.
  4. Save the vendor and open it to inspect the Overview, Bills, Payments and, when available, Negotiate tabs.

Cancellation and contacts

The drawer offers Call, Email, Website and Cancel shortcuts only when those details are available. Cancel opens the provider’s process; it does not complete cancellation automatically. Check the provider’s confirmation before archiving the bill in HomeWeal.

If details are missing

Read any enrichment outcome or warning. Correct the fields yourself, or add an accurate contact/cancellation URL when you find it. Never assume a suggested link is proof that an account or charge has been cancelled.

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