QUESTION:  

How do you set up Vendors for checks and purchase orders?

 

PROCESS: 

From  Datafiles > Vendor 

 

A vendor file is necessary to allow vendor data to be pulled into checks and purchase orders automatically and to maintain vendor history for reporting.  

 

  • Any individual or company to whom you write checks or purchase orders should be set up as a vendor.  

 

  • It is important to set up the vendor correctly so the tax reports and the 1099 reports pull the correct information.

 

  • Vendors can be added through the Datafiles > Vendor screen or easily added “on-the-fly” when issuing checks or purchase orders.  Vendors may be entered in any order.  

 

  • The Datafiles > Vendor screen will display the Vendor List in alphabetical order in the lower part of the screen.   All columns in the grid may be sorted by clicking on the headings.

 


 

To add a New Vendor: 

  1. Click on Datafiles > Vendor to open a new vendor data entry screen. 
  2. Enter the Vendor name and address information. 
  3. Verify that the Status is “Active” 
  4. If the vendor is a 1099 Vendor, check the 1099 box.
  5. Enter the Tax ID or SSN for the 1099 vendor. 
  6. Select the appropriate Tax County, if applicable for NC users. 
  7. Enter any other vendor information, as applicable for your district. 

For a detail explanation of the fields on the Vendor screen, click HERE. 

 

After completing the vendor screen, click Save New to add the vendor to the Vendor File.

 

The magnifying glass icons on the Vendor screen allow you to search for Vendor information.  

  • The Vendor Name, DBA, Tax ID, SSN and CO Vendor # fields are all searchable. 
  • Enter the search information, then click the magnifying glass.  
  • The search results will be displayed in the grid at the bottom of the screen. 

 

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