Vendor Documents

Attaching Documents to a Vendor

Locate the scanned document and from the Vendor menu, select "W-9 Form", "Vendor Statement (Vendor)", or "Vendor Contract" button depending on the document type (use “Vendor Statement (Statement)” option to attach a statement directly to the statement batch when reconciling vendor statements).

Clicking one of these buttons will launch the Vendor Search screen. Locate your vendor and select the Link button at the bottom of the screen to attach the document to the vendor.

Viewing Vendor Documents

1. Operations/Vendors/AP Vendors

2. Search for the Vendor

3. Select the image button on the button bar

An image list will open. Select the Image button again to view the image.

Adding a Note

Double-click under the Note Column to add a note