Vendor Payment Setup - Field Descriptions
Use this table for reference when completing the fields on this screen.
Fields/Buttons | Descriptions |
---|---|
Vendor code | Enter the desired vendor code. |
Switch | Select to quickly switch to a different vendor. |
Payment method If you want to change the payment method from ePayments to Check on multiple vendors at once, go to . | Select the payment method you would like to use:
|
Electronic payment details | |
When either the Electronic payment or Print check / Send electronic pre-note
payment method is selected above, the following fields display. Note: Canada does not support pre-notes. | |
Account code | Enter the vendors account code for ACH payment. |
Account type | Enter the vendor's account type for the ACH payment, or use the drop-down list to select from a list of available account types. |
Routing # | Enter the vendor's ABA number for the ACH payment. |
Credit card Note: These checkboxes display only if the
Cash Management module is installed. | |
Credit card issuer? | Select this checkbox if the selected vendor is issued to pay the credit card bill for purchase of goods and services. Selecting this checkbox also prevents the user from accidentally trying to pay the credit card with itself. |
Account code | Enter the credit card account number associated with this vendor. Entry in this field is required if the Credit card issuer checkbox on this screen is selected. It is important to use a scheme that will not compromise the actual card numbers in the event that a thief comes into contact with discarded reports. Viewpoint recommends that you enter the last four, five, or six digits of the account number or use the employee's initials with the last 4 credit card numbers. For example, Credit Card Account BOA1234 with Card Number AEO1234 would protect against fraudulent credit card use. |