Getting Started

  • Tracking Vendor Insurance

    When you’re assigning work orders to vendors, a best practice is to make sure the vendor you’re selecting carries valid insurance. With Buildium, you can track which vendors have valid insurance, a...
  • How do I add a vendor?

    A vendor is any person, business, or entity that offers a service. Adding vendors into Buildium is a necessary step in recording and paying expenses. To add a vendor: Navigate to Maintenance >...
  • Vendor categories

    Use vendor categories to organize your vendor list, so you can easily find the vendor you need for a specific work order. For example: Organize and classify vendors by category. View the Details c...
  • Entering beginning vendor balances

    If you're just starting with Buildium, you can enter any unpaid bills or uncleared checks that you have as of your accounting start date. This will give you an accurate financial picture to move fo...
  • Adding vendors and entering beginning vendor balances

    Buildium helps you track how much you owe each of the individuals or companies you do business with. Start by adding your vendors to the system along with any unpaid bills. Click Accounting. Clic...
  • How do I edit a vendor?

    If you need to change a vendor's name, contact information, or 1099-MISC tax filing information, you can edit the vendor. To edit a vendor: Navigate to Maintenance > Vendors. Click the name of...
  • How do I inactivate a vendor?

    If you no longer use the services of a vendor but want to keep their financial history intact, you can inactivate the vendor. Buildium will pull information for inactive vendors when you use our 10...
  • How do I reactivate a vendor?

    If you need to pull past financials or reports for an inactive vendor, you can reactivate them. Buildium will pull information for inactive vendors when you use our 1099-MISC filing feature, so you...
  • How do I delete a vendor?

    A vendor can only be deleted if there are no financial transactions associated with it. If there are financial transactions such as checks, bills or credits tied to this vendor, you will only have ...
  • Vendor website

    Every Buildium account comes with access to a vendor portal, where vendors can log in, look at all previous payments and outstanding bills, and view any files that have been shared with them. The v...
  • Handling a vendor refund

     A vendor refund is money that is returned from a vendor for an overpayment or from a return of goods. This best practice includes steps on how to add this money back on the property's books. Navi...
  • How do I add a vendor credit?

    A vendor credit is a financial transaction that reduces the amount of money owed to a vendor for a future bill. For example: When I paid for new a new staircase, I was initially charged $400; sin...