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  • WELCOME
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  • Why Open Collective?
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    • How Open Collective Works
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  • Getting Started
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    • Explore
    • Setting up your Account
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    • Understanding Contributions
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    • Tracking an Expense
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      • Logging into your Account
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  • COLLECTIVES
    • Collectives
    • Creating a Collective
      • Creating Your Policies
      • Security for Collectives
      • Linking Connected Collectives
    • Choosing a Fiscal Host
    • Raising Money
      • Setting Goals and Tiers
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      • Adding Donation Buttons, Badges and Banners
      • Adding Embeds to your Website
      • Creating Custom Fundraising URLs
      • Rejecting and Refunding Financial Contributions
    • Managing Money
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    • Spending Money
      • Inviting a Third Party to Submit an Expense
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      • Zero Collective Balance
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  • GIVING TO COLLECTIVES
    • Giving to Collectives
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  • EXPENSES AND GETTING PAID
    • Expenses and Getting Paid
    • Submitting Expenses
      • Submitting a Reimbursement
      • Recurring Expenses
      • Multi-Currency Expenses
    • Editing an Expense
    • Payment Processor Fees
    • Getting Paid through Wise
    • Understanding Tax Requirements
  • FISCAL HOSTS
    • Fiscal Hosts
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      • Collecting Local Taxes
      • Vendors
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    • Receiving Money as a Host
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      • Stripe
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      • Paying Expenses as a Fiscal Host
      • Understanding Security Checks
      • Asking for Information about Expenses
      • Paying Expenses with Wise
      • Handling Payment Errors Through Wise
    • Processing Refunds
    • Platform Settlements
    • Certified Member
  • INDEPENDENT COLLECTIVES
    • Independent Collectives
    • Creating an Independent Collective
      • Launching an Independent Collective
      • Migrating from Fiscal Host to Independent Collective
      • Migrating from Self-Hosted to Independent Collective
    • Managing Independent Collective Finances
    • Closing an Independent Collective
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On this page
  • Review Existing Vendors
  • Create a Vendor
  • Edit and Update a Vendor
  • Archive/Unarchive a Vendor
  • Assign Contributions to Vendors
  • Submit an Expense on Behalf of a Vendor
  • Enable Other Expense Submitters to Submit Expenses on Behalf of Vendors

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  1. FISCAL HOSTS
  2. Managing your Collectives

Vendors

Need to attribute contributions or expenses to external entities that don’t want to use Open Collective? Set up a list of vendors specific to your Fiscal Host.

A vendor represents an external entity which Fiscal Hosts can attribute contributions or expenses to. Vendors have no public profile and are only able to be created and edited by Fiscal Host Admins.

Navigate to your Fiscal Host Dashboard and select Vendors.

Review Existing Vendors

Utilize our potential Vendor tool to transform any past organizations into Vendors and contribute to a cleaner platform.

These are organizations that any admin of your Fiscal Host is also an admin of. These organizations have been used to submit an expense to either your Fiscal Host or any of your Collectives.

Create a Vendor

You can create a Vendor by clicking on “Create Vendor”

You will then be prompted to provide the following Vendor information.

  • Image (optional)

  • Vendor's Name

  • Vendor's Legal Name (optional)

  • Tax Form (optional)

    • Tax Form URL (optional)

  • Tax Identification

    • Identification System (optional)

    • ID Number (optional)

  • Mailing Address (optional)

  • Contact Name (optional)

  • Contact's email (optional)

  • Payout method (optional)

  • Notes (optional)

Automatic tax form collection is not active by default for Vendors. When creating a Vendor this information needs to be manually provided.

Edit and Update a Vendor

Click on an existing Vendor to open a side-drawer that will display the current Vendor information.

To edit the Vendor details click on Edit Vendor

When you are done editing, click “Update Vendor.”

Archive/Unarchive a Vendor

Click on the three dots to the right of Vendor and then select the Archive button.

You can view all archived Vendors in the archived tab. Within this view, you can unarchive Vendors.

Assign Contributions to Vendors

When creating contributions (through either added funds or pending contributions) you can attribute the contribution to a Vendor by typing in the Vendor's name.

You can also create a new Vendor by simply entering a Vendor name and clicking Create Vendor.

You can add additional Vendor information via the Vendor settings in your Fiscal Host dashboard.

Submit an Expense on Behalf of a Vendor

When submitting an expense you can attribute it to a Vendor by typing in the Vendor's name.

You will not be prompted for a payment method. The payment method that is listed for the Vendor in the Vendor settings will be used to process the payment.

Enable Other Expense Submitters to Submit Expenses on Behalf of Vendors

By default, only Fiscal Host admins are able to submit expenses to Vendors. However, you can enable expense submitters to also submit expenses to your Vendors.

To enable this, go to the Fiscal Host Dashboard > Settings > Policies. There you will find an option to enable all users to submit expenses to Vendors:

Vendors may not always have a payment method attached. To payout an expense, this payment information will need to be added by a Fiscal Host admin.

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Last updated 2 months ago

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