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Admin> Settings> Vendors


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These settings allow you to set whether a vendor is allowed to have Purchase orders, Invoices and Payments.

Approval

Vendor Approval Source

Select whether you are using ResMan data or data from an integration vendor.  Select if the vendor needs active insurance and if they need a 1099/W-9 Form.

When a Vendor is not approved

Select if the vendor does not meet the approval standards whether they can have Purchase Orders, Invoices and, Payments.

Click Save.

 


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