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When preparing your disbursements, has your list of vendors become so long that you are having trouble find the right ones? Did you know you can inactivate vendors or delete them altogether?
Also, did you know if you enter phone numbers for your vendors, you can use your vendor list as a rolodex?
Another time-saver is to make sure the vendor has a default account number listed. Then when you pay a bill, the distribution will automatically be placed against the correct account. (This can be overriden if there is a quirky situation or the vendor supplies more than one kind of product or service.) |
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All Vendor Maintenance can be done by selecting the Disbursements tab from the Home screen and clicking on the List of Vendors Button.
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Select the vendor you would like to update. You can only inactivate vendors that have no activity this year. If a vendor has no activity in the last three years, you may opt to delete the vendor altogether. However, we recommend that you only delete the vendor if the individual is deceased or the company is no longer in business. You can filter out inactive accounts from the list, but once deleted the vendor would have to be completely re-entered should the need arise to use them in the future. |
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Highlight the vendor you wish to inactivate and select Update Vendor. |
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| This pop-up screen will come up when you click on Update Vendor. This is where you can update the phone number or enter it if one is not on file. To change the vendor to inactive, you need to select the tab Vendor Settings. |
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You toggle the selection to Inactive and click on Save Vendor and Exit. If you Vendor List is filtered for only Active Vendors, it will disappear from the list on your screen.
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Hope you are all keeping warm! |
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