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 email@example.com.
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.
If you received financial documents outside of TradeTapp and they haven't been uploaded to this page, this is also where you can manually upload them to perform the financial input so that they will appear. Please reference, "How to manually upload a financial document for a vendor in TradeTapp (General Contractors)".
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.
Please note that you can only do two year entries at one time. You can not add any more additional columns to the left or right after this. To input additional year entries, please create new entries or access separate documents from the Financial Input page at the beginning of this article.
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.