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How to: Set up a Prepaid Card Vendor

Some vendors will be created automatically while others will need to be created manually depending on the prepaid cards service utilized on the project.

Adding a New Vendor (manually)

Step 1: Click the + next to Vendors on the left navigation.

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Step 2: Fill out all required fields and any other information that can be completed.

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Step 3: Select a CP account from the Prepaid Card Account drop down menu or select Auto-create if a new account needs to be added (the application will automatically add a new account to your chart of accounts in the CP range)

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Step 4: Click SUBMIT.

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Giving the Cardholder Access to Submit Envelopes

Step 1: Invite the user with role Prepaid Card Employee or if they are already invite, update their access by following the steps linked here.

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Step 2: Click VENDORS on the left navigation then filter for the vendor's name.

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Step 3: Click VIEW VENDOR PROFILE from the Actions drop down menu.

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Step 4: Click EDIT.

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Step 5: Select the user's name from the PC/CP User drop down menu.

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Step 6: Click SAVE.

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