As a general contractor using TradeTapp, you can input a vendor’s financial information if you have financial, reviewer, or accepter permissions. You will need to manually add financial information for each new submission of financial documents unless your company has purchased data input services from TradeTapp as part of your subscription package.
If you are interested in learning more about data input services to automate financial input in TradeTapp, please contact us at firstname.lastname@example.org.
To manually input a vendor’s financial information
From a vendor’s profile, click the ellipses to the right of the listed questionnaire sections.
Click “Financial Input.”
Click on the document name to open the document in the pdf-viewer on the right-hand side of your screen.
Click the arrows at the top of the financial document to move back and forth between pages.
Enter the metrics from the submitted financial statement in the corresponding sections on the left-hand side.
Hover over the question marks above financial metrics for tips to help you input the correct information.
To add additional entries
Click “Add Column Left” or “Add Column Right” to add an additional entry.
You can edit the year by changing the date in the “Statement Date” field then clicking “Save.”
To remove an entry, click the red “x” in the top right corner next to the year of the statement.
When you are finished inputting financial information, click “Finish” to save your work.
Click “Complete Application” to complete the vendor’s submission.
Click “Yes.” Please note that completing the application will send an email notification to coworkers who have selected to receive notices for when vendor submissions have been made complete. Vendors will not receive an email notification.
If a coworker does not wish to receive these types of notifications, they can uncheck the “Any new vendor submission has been completed” box in their notification preferences. For more information on how to do so, please reference the article, “How to adjust notification preferences in TradeTapp (General contractors).”
Completed applications will be labeled “Application Completed” at the top of the “Financial Input” page.
To revert an application back to incomplete, click the small arrow to the right of the “Application Completed” label.
To manually upload a new financial document
If a vendor has not submitted their financials directly through TradeTapp, you can manually upload a financial statement and input their financial data. From a vendor’s dashboard, click the ellipses to the right of the listed questionnaire sections then click “Financial Input.”
Click the ellipses on the right-hand side of the “Financial Input” page.
Click “Create Manual Entry.”
Click “Upload Document.”
Once a vendor’s financial document is uploaded, you can follow the steps outlined in the “To input a vendor’s financial information“ section above to input financial information.
If you have further questions about how to input a vendor’s financial information in TradeTapp, please contact us at email@example.com. We’re happy to help!