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These settings give you fine-grained control over how each vendor’s invoices are handled. Want all 7-Eleven invoices to go to Petty Cash, all Coastal Produce booked only to Produce and Bar Supplies, and delivery fees sent to a special account? You can do all of that here. Go to Vendors > Vendors and select the vendor you want to edit. Then click the blue Edit Vendor button near the vendor name. Scroll down to the box labeled Accounting Configuration: Here’s what each configuration option does: Accounting System Vendor | ---|--- Use Accounting System Settings | When checked, Garde pulls available information from your accounting system to set the account number and payment terms. The account number won’t be editable in Garde — this keeps the two systems in sync. Exclude from Accounting System | Checking this automatically marks all invoices from this vendor as “skipped,” so they won’t export to your accounting system. Payment Account | This list comes from the payment accounts set up for your restaurant. It defaults to Accounts Payable. You can pick a different default for this vendor, and if you want to lock it so it can’t be changed during processing, select Prevent changing this account during order reconciliation. Only do this if you’re certain all invoices for the vendor will always be paid the same way. Payment Term | Not required, but you can set terms relative to the invoice date or to a specific day of the month. Miscellaneous Charges | Checking this box reveals options for how Garde handles misc charges on invoices. By default, Garde spreads misc charges proportionately across all expense categories on the invoice. If you’d rather book all charges of a certain type to one specific category, you can select it here. More details in Handling Taxes, Delivery and other Miscellaneous Charges. Scroll down to learn how to set these in bulk for all vendors. Category Restrictions | Checking this box lets you specify one or more expense categories that all items for this vendor should be booked to. No other categories can be used on that vendor’s invoices. For example, you might restrict a vendor to only “Dairy Products” and “Produce” — Garde won’t book any of their items to other categories. Note: this only applies to new Vendor Items going forward. If existing Vendor Items are associated with the wrong products or categories, see this article to make adjustments.

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Can I change settings for all vendors at once?

Yes. If you want to set miscellaneous charge rules across all your vendors, go to the Vendors menu and click the Configure Defaults button: You’ll see the same interface for choosing which misc charges get booked to which categories. First, change the mode from Unlocked to either “Custom Default” or “Locked.” If it stays on “Unlocked,” you won’t be able to edit anything on this page. Custom Default: Sets the default for all vendors, but you can still override settings on individual vendors. Locked: Applies your choices to every vendor with no option to adjust them individually — changes can only be made from this page.
In these settings you can also set bulk rules for pulling vendor information from your accounting system and for handling handwritten adjustments.

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Don’t forget to click SAVE at the bottom when you’re done!