How do I Setup / Maintain my Vendors?

Vendors

Vendors Screen Location: Main Menu → Accounts Payable → Vendors

From the Start Screen enter some or all of the following search criteria:

• Vendor No:
• Name:
• Address:
• City
• State
• Zip Code
• Type of Vendor
• Expense Account assigned to Vendor
• Active or Inactive
• 1099 or Not 1099

And press Enter↵ or click the  .

Press the Open Folder icon to open to the Vendor Information Tab:

On the Information tab you can maintain the following:

• • Vendor's Name
  • Main Contacts First and Last Name
  • Street Address; Suite; City; State; Zip Code; and Country
  • Phone and Fax numbers
  • Email Address
  • Remit To (if different)
  • Comments
  • Type of Vendor
  • Your account number at Vendor
  • Payment Terms
  • Credit Limit
  • Fed Tax ID
  • Social Security Number
  • Default Expense Account
  • 1099 Status

Click on the Contact Tab to view the Contacts Information:

On the Contact tab you can maintain the following:

• Contact's Name and Title
• Phone / Fax / EMail
• Note
• EMail Remittance Advice (Note: If this is selected the contact will receive an Email Remittance Advice when processing payment.)

Click on the User Defined Tab to view the User Defined Information:

Click on the Custom Fields Tab to view the Custom Fields Information: