The Suppliers page, located in the dashboard menu, is where you manage companies and organizations that bill you for services they provide.
A supplier (also known as a vendor) is generally a company that does not come on site regularly and is not typically involved in maintenance requests. Suppliers are commonly used for utilities, subscriptions, insurance, banking, postage, and other operational expenses.
Once a supplier has been added, they can be selected as a payee within the accounting system.
Adding a Supplier
To create a new supplier:
Select Add Supplier
Enter the supplier information
Click Next
Continue filling out the supplier details on the following page
Save the supplier
Once completed, the supplier can now be selected as a payee in accounting entries and bills.
Searching for Suppliers
Use the search bar on the Suppliers page to quickly find suppliers by name.
This is useful when managing a large list of vendors or locating supplier profiles for accounting and payment tasks.
Importing Suppliers
You can bulk import suppliers by selecting Import Suppliers.
To import your supplier list:
Select Import Suppliers
Download the example template file
Fill out the template with your supplier information
Upload the completed CSV file using the drag-and-drop upload area
Save the import
The provided template must be used for imports to work correctly.
This feature is especially useful when setting up a new portfolio or migrating from another system.
Exporting Suppliers
You can export your supplier list at any time by selecting the Export button in the top right corner of the page.
This will generate a CSV file containing your supplier records for reporting, auditing, or external processing purposes.
Viewing Supplier Profiles
To open a supplier profile, click directly on the supplier name from the list.
The supplier profile contains several sections including:
Contact information
Financial details
Documents
Editing Supplier Information
To edit supplier contact information, select the pencil icon within the supplier profile.
Financial Page
The Financial page allows you to:
Add payment details
Edit payment details
View current entries
View past accounting entries
Select the pencil icon within the Financial section to update banking or payment information.
Documents Tab
Use the Documents tab to upload and store important supplier-related files such as:
Contracts
Invoices
Insurance documents
Service agreements
Account statements
Deleting a Supplier
To delete a supplier:
Select the three-dot menu
Choose Delete
Be sure the supplier is no longer required before deleting them from the system.
Supplier Type
Supplier Type is an optional free-form field used to describe the services provided by the supplier.
When viewing suppliers in the Propra Web Portal, you can search or sort suppliers alphabetically using this descriptor.
Examples of supplier types include:
Hydro Provider
Natural Gas Provider
Water and Sewage Provider
Telecommunications Provider
Software Subscriptions
Postage and Courier Services
Bank Fees
Insurance Provider
Professional Services
Fixed Asset Leases
Common Supplier Examples
Examples of suppliers include:
Enmax
City of Red Deer
Telus
Shaw
Propra
Canada Post
TD Bank
Insurance providers
Rona
Home Depot
Assigning a Supplier to a Property
You can assign suppliers to a property. When a user is on-site using the Property Manager App they can easily see Suppliers assigned to the property:
Go to the property
Select Property Details
Click on Suppliers
Select Add Supplier
Select the Suppliers to add from the drop down list or deselect Add Existing sSupplier and create a new one from here
