Vendor Detail View - WorkVerge Help Documentation

Real-world scenario

Maya Chen · IT Manager at Bluewave Labs

Notion renews in six weeks. Maya opens the Notion vendor record to confirm Engineering and Design are assigned, the Team Plan subscription end date is correct, and last year's invoice is attached before she signs off on the renewal.

Before you begin

Vendor already exists in WorkVerge
Permission to view vendor details

Overview

The vendor detail view consolidates everything about a vendor, ownership, contacts, subscriptions, and invoices, in a modal or drawer. Maya uses it for renewal approvals; Carlos uses it to add subscriptions and upload invoices after procurement.

App Info & Billing Info

App Info tab

Vendor name, type, and status
Contact details and assigned managers
Team assignments controlling employee portal visibility
Description and notes

Billing Info tab

Billing contact and default currency
Subscriptions table with dates, price, cycle, and auto-renew
Invoice upload and download per subscription
Actions to add or edit subscriptions

Step-by-step

1
Open ITAM → Vendor Management
Locate the vendor in the list, search for "Notion" if you have many records.
2
Click the vendor row
The detail drawer opens with App Info and Billing Info tabs.
3
Review App Info
Confirm name, type, status, teams, managers, and contact details match what Maya expects before renewal approval.
4
Switch to Billing Info
Check subscriptions, upcoming end dates, auto-renew flags, and uploaded invoices.
5
Take action
Edit the vendor, add a subscription, upload an invoice, or jump to related docs from here.

Example review

Notion. pre-renewal checklist

Teams: Engineering ✓, Design ✓
Subscription: Team Plan. Annual, ends 2026-03-14
Auto-renew: On
Price: $960/yr
Invoice: notion-invoice-2025.pdf attached
Maya's action: Approve renewal; Carlos updates end date after charge

Missing invoice?

If Billing Info shows no PDF for the current period, upload the invoice before Maya approves, finance will ask for it anyway.