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: Add a New Vendor
If you need to submit a digital purchase order and do not see the vendor in the drop down menu on the create purchase order page, just follow the steps below to add a new vendor.
Once a vendor is submitted, it is immediately ready for use on a purchase order submission.
Step 1: Click the + symbol next to Vendors on the left navigation menu.
Step 2: Fill out vendor information. NOTE: the Company or Last Name, Vendor Code, and Tax Entity fields are required to submit. All other information is optional.
A copy of the W-9 can be uploaded by clicking UPLOAD in the W-9 field.
Step 4: Click SUBMIT.