Difference between revisions of "Vendor Profile"
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| − | [[Category:Profiles]][[Category:Mailing Labels]] | + | [[Category:Profiles]][[Category:Mailing Labels]][[Category:Payables]] |
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"> | <table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"> | ||
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<li>[[Training 2: Setting Up Your Agency]]</li> | <li>[[Training 2: Setting Up Your Agency]]</li> | ||
| + | <li>[[Non-Policy Related Checks|Non-Policy Related Checks (Vendor Payables)]]</li> | ||
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<li>[[:Category:Profiles|Profiles]]</li> | <li>[[:Category:Profiles|Profiles]]</li> | ||
<li>[[:Category:Mailing Labels|Mailing Labels]]</li> | <li>[[:Category:Mailing Labels|Mailing Labels]]</li> | ||
| + | <li>[[:Category:Payables|Payables]]</li> | ||
</ul> | </ul> | ||
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Revision as of 15:20, 29 July 2014
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The Vendor Profile screen is a list of codes available when entering Non-Policy Related Multi-GL Checks.
Non-Policy Related checks are commonly used for:
- Payroll
- Expense Checks, such as rent or utilities
- Agency Systems support subscription fee
A Vendor Profile code cannot share the same unique code as a Company. To avoid any issues, Vendor Codes are often entered as numbers: 001, 002, 003 etc.
Vendor Profile Screen
Select Profiles -> Vendor. (Requires Security System: Profiles -> Vendor -> View)
Vendor Profile Menu Options
- Add - Create a new Vendor
- Search - Load an existing Vendor
- Print - Print a short summary of all Vendors, or mailing labels for all vendors. (Print -> Report Types -> Labels)
- Exit - Close the window. You will be prompted to save if you have changed the vendor.
Vendor Profile Fields
1099 Information tab: The 1099 Information tab determines which details display on the printed 1099 forms.
If an amount is entered in the Vendor 1099 Amount field, it will display on the printed 1099 instead of the calculated value from Non-Policy Related Multi-GL Checks.
