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Tuesday Tips
How to Set up a Generic Vendor
Do you have a category of checks you write every year that are for the same thing but paid to many different individuals, such as refund of Escrow Overpayment of Taxes or Refund of Hall Rental Deposits?

Did you know you can set up one generic vendor for those payments and make the payee different for each check? This saves the hassle of having to set up each individual as a separate vendor.

As an example, we will set up an Escrow Tax Overpayment vendor and then make out checks to multiple payees under that vendor.
When you are ready to create an invoice for that vendor, you highlight the vendor and set the invoice tab on the right side of your screen. Then click on Add an Invoice and it wil bring you to this screen.

1. Here you first must enter the Invoice Number. If you are cutting several refund checks at once, you can select "Use Invoice Date," however BE CAUTIONED, if you do this, you must add a letter, number or series at the end to distinguish. You CANNOT have two identical invoice numbers for the same vendor. It will cause you a lot of problems and probably several hours on the phone with us at support.

2. You can enter the individual taxpayer name after the colon so you can distinguish different refunds when running reports.

When you enter the amount, it will automatically populate the distribution with the default account number we set up when doing Vendor Set Up, but if necessary, you may alter that by clicking on "Add a New Distribution" or "Update Distribution."

You can create as many invoices as you need to this way and then finish the batching process.

Please let us know if you have any questions or need help setting up a generic vendor. We are happy to help!
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