Vendor Record

Vendor Record

The Vendor Record is where the Vendor specific information for each Vendor resides in the system.  Once you have opened a Vendor Record, the General Tab of the record will be displayed.  In addition to the information found on the General tab, Vendor Additional Info, Vendor related Open Transactions, Vendor related All Transactions, Vendor related Contacts, and Vendor Locations are available to users.  To add a new Vendor, hover over the Vendor tab in the top ribbon, and click New Vendor.  This will open up a new tab with the General tab selected   General The General tab is where the Vendor Name, Number and Contact Information … Continued
Check Run Overview

Check Run Overview

Overview The Check Run screen provides a User with a list of Approved AP Invoices.  The User can then apply AP Credit Memos & Discounts, create AP Payments, print Checks, and produce ACH and Positive Pay exports for selected invoices.  In order to fully utilize the Check Run screen, Vendors must be properly set up (including all fields on both the ‘General’ and ‘Vendor Additional Info’ tabs), Bank Account balances and next check numbers need to be updated, and AP Invoices, AP Credit Memos and any Payment Terms Discounts must be entered and Approved. To create a Check Run, perform the following … Continued
Vendor Merge

Vendor Merge

Sometimes duplicate vendors get created with the same or similar names with slightly different spellings that you may want to remove the duplicates.  Once transactions have been created on each they can’t be deleted, but they can be merged together very easily.  Here are the steps: Open the duplicate vendor you want to remove Click the Merge option under the Save menu in the top left ribbon on that vendor 3. This will open the Merge window where you can select the vendor you want to merge this into 4.  Click Merge button The result is the duplicate vendor you … Continued