Vendor Setup

Enter details on your vendors and other accounts payable settings.

Complete the Financial Setup process first.

On the Accounts Payable Settings screen, define default aging dates, establish what needs to be entered on a pending invoice, and identify accounts for accounts payable transactions.
Optional: Define the settings used for purchasing activities, if needed.
Optional: Set up vendor defaults for vendor entry or import.
Set up your vendors by entering them manually or by importing them from an Excel file, a TSV file, or QuickBooks.
If you have any recurring vendor invoice payments that are not related to a project, create a recurring vendor invoice template.

Note: If you have recurring vendor invoice payments that are related to a project, you will create a recurring vendor invoice template later.
If you have any contracts or price commitments with your vendors for non-stock items, record them.

Note: If you have contracts or price commitments with a vendor for stock items, you will record them later.
Review the vendor setup.

Once you complete the vendor setup process, continue to one of the following setups based on your needs:

If you need to track inventory items for purchasing, go to the material setup process.
If you do not need to track inventory items, go directly to the customer setup process.

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