Vendor notes/instructions for completing expenses

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For a new employees, or busy team, a recurring problem for me is capturing expenses and forgetting exactly where to find the statement for each vendor.

It would be nice to write down instructions.
“visit xyz link, login with blah, click here, download this”

In the future i would expect AI agents to do this work but for now its a good reminder for me.

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2

In these cases I have recorded a Loom walkthrough of how to pull a statement as an example, and just copied the link to the walkthrough and inserted it as a comment on the vendor profile. I guess you could also add a custom field to the vendor and name it something like Receipt Walkthrough and store it there.

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