Accounting Solutions (Web)
- How To: Check Requests
- How To: Bill Payments
- How To: Digital Purchase Orders
- How To: Bills
- How To: Accounting Reports
- How To: Digital Workflows
- How To: Vendors
- Paperless Accounting Workflows Release Notes
- Video Tutorials: Digital Purchase Orders
- How To: General Ledger
- How To: Journal Entries
- How To: Petty Cash
- How To: General Accounting
Accounting Solutions (Citrix)
Technical Release Notes
Canadian Payroll/Accounting Solutions
How to: Make a Vendor Restricted
Vendors can be made private to restrict users who only have access to submit POs/Bills/Check Requests from viewing/selecting them.
Only users who have approver access will be able to view restricted vendors and have the ability to set a vendor as restricted.
Step 1: On the left navigation click VENDORS.
Step 2: Click VIEW VENDOR PROFILE from the Actions drop down menu to the left of the vendor.
Step 3: Click EDIT.
Step 4: Uncheck the box that says "Is Vendor Public" under the vendor name.
Step 5: Click SAVE.
NOTE: All vendors that are created from an employee will be restricted by default.