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How do I create a Vendor Payment Template?


Instruction

To Create a Template

1.  Accounting > Bank Accounts,

2.  Vendor Payment Template (Submenu)

3.  Click NEW

4.  Enter the information for this payment, including how often it should recur

  • Not Scheduled: It will never automatically recur.  The user will need to POST the template to make a new Vendor Payment
  • Other Recurrences: Will post automatically on the correct date.  The Assigned user will recieve a task that this item has recurred.  They will need to open the template to make the task complete.

To Post a Template Manually

1.  Accounting > Bank Accounts.

2.  Vendor Payment Templates (Sebmenu)

3.  Click the blue POST link on the right

 


NEED MORE HELP? WATCH THIS VIDEO


Video too small? Click the Full Screen link on the lower right of the video!

 

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