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
Why am I unable to add a new vendor?
Duplicate vendors are prevented with SSN/EIN validation. If you attempt to add a vendor/customer with an SSN or EIN that is already in use by another vendor or employee, you will receive an error message.
If the vendor already exists as an employee:
Step 1: Click BROWSE EMPLOYEES from the Employees drop down menu.
Step 2: Highlight the Employee then click DETAIL.
Step 3: Click SAVE AS VENDOR.
Step 4: Enter the vendor code and click OK.
The new vendor will be listed in the Browse Vendors window.
If the vendor already exists on the Company level:
Step 1: Click COMPANY VENDORS from the Vendors drop down menu.
Step 2: Search for the SSN or EIN and verify the code entered for that vendor.
Step 3: Click ADD NEW VENDOR from the Vendors drop down menu.
Step 4: Enter the code. The vendor information from the Company level will populate automatically. Click SAVE.
The vendor will now appear in the Browse Vendors window.