Directory

The Directory in Kick helps you manage and organize the vendors, customers, contractors, and other payees associated with your business transactions. Keeping an accurate directory ensures that transactions are properly linked to the correct entities, making reporting and reconciliation easier.

How to Access the Directory

There are two ways to access the Directory.

Navigate to Directory through your Account in the top right corner.
You can also access via Settings (when you click your name in the top left).

Search & Edit the Directory

There are two ways to edit Vendors and Customers.

You can search and edit Customers and Vendors in the Directory.
You can edit Customers and Vendors on the Transactions page.

Search & Edit Customers and Vendors in the Directory

Use the search bar to find an existing Customer (income transactions), Vendor (expense transactions), or Description (non-P&L transactions).
Click on the three dots to the right of any contact to view or edit details or to view all the transactions associated with that contact.

Search & Edit Customers and Vendors on the Transactions Page

You can edit Customers and Vendors for one or multiple transactions directly on the transactions page.