Be consistent with list names to keep your file and reports clean and organized.
Vendor
To name vendors, use the following format:
- Shortened Vendor name
- Last 4 digits of account number (if applicable)
- Payment method (if applicable); For example, enter Auto if you make automatic payments
- Property (if applicable)
FFF! would name their Vendors in the following manner:
- Expert Cleaners: Expert Cleaners 7856
- PECO Electric Company: PECO Electric Auto
- Water Revenue Bureau: Water Revenue 5213 Plumly