Can You Register a New Vendor Without Leaving the Accounts-Payable Record You're Filling Out?
Yes. In Jestor, when filling in the vendor connected field on an accounts-payable entry, you can click "add new" and register the vendor right there, without leaving the form you're filling in.
Why this avoids interrupting the flow
Without this option, the team would need to save (or lose) what they'd already filled in on the accounts-payable entry, go to the vendor table, register the new vendor, then come back to link it. That breaks the flow and takes time.
How inline vendor registration works
- On the connected field, you can pick an existing vendor or add a new one
- Adding a new one opens a mini-form with the fields from the vendor table
- After filling it in and saving, the new vendor is automatically selected on the accounts-payable entry
- The rest of the accounts-payable form stays filled in, with no data lost
How to register a new vendor without leaving the record
- In the accounts-payable form, open the connected vendor field
- Choose the option to add a new vendor
- Fill in the vendor's data in the mini-form that opens
- Save — the vendor is created and automatically linked to that entry
Process automation without interrupting data entry
This kind of inline registration is a usability detail that avoids interruptions in financial process automation, keeping the team in the same workflow from start to finish on the entry.
Table Summary
| Step | Action |
|---|---|
| 1 | Click "add new" on the vendor field |
| 2 | Fill in the mini-form |
| 3 | Vendor created and linked automatically |
Video Tutorial: Step by Step
Video: Ep 15: Connecting Data With 1:N Relationships — video tutorial showing this feature in practice, right inside the Jestor interface.
Frequently Asked Questions
Does the vendor created this way become available for other accounts-payable entries? Yes, it becomes a normal entry in the vendor table, available for any future record.
Does the accounts-payable data being filled in get lost when registering the vendor? No, the rest of the form stays filled in normally.
Does this work with any connected field, not just vendor? Yes, connected record fields on jestor.com usually offer the option to add a new record inline.
Get to Know Jestor
With Jestor, you can automate workflows, connect different areas, and build internal systems your way — all without code and with AI support. Check out Jestor at jestor.com and discover how to take your company's management to a new level of efficiency and integration.