Accounts Payable > Modify >

Vendor Information

 

         

 

 

Overview

Modify Vendor Information allows you to set up and edit information on your vendors.

 

This Help page contains the following sections:

Filters

Vendor Information Grid

 

 

Filters

You have access to the following Filters:

 

In the Name field enter your search in the "lastname, firstname" format. You can search for just a first name by starting your search with a comma (e.g., ", James"). The following additional filters are available:

 

Address

City

State

Postal Code

 

Click Search to display results or the Clear Filters link to reset all filters.

 

 

Vendor Information Grid

The Vendor Information grid contains the following columns for each vendor:

 

Vendor Name: Displays the Organization name or the Individual name including the title and suffix.

Address

ACH: Displays a check if the vendor has ACH information on their record.

Email: Hover over the Email  icon to view the email address or click it to begin composing a message in your email client.

Note: Hover over the Note  icon to preview the note.

Setup: Hover over the Information  icon to display user and time information for when the vendor was set up and last updated.

 

Click the Edit  icon or double-click any vendor in the grid to edit their record. Click the Add New Vendor link to add a new vendor (More Information).

 

Compiled on 5/22/2018 4:57:53 PM