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Company vendors refer to external vendors with whom the company has business transactions. These vendors provide goods and services to the company, and the company manages payments to them through the application. These vendors can be found and selected on the cover page of an expense report. 

To create a Company Vendor:

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1. Click on Organization to expand the menuOn the left side of the screen, click the arrow Image Added to expand the Organization menu.
2. Click Vendor.
3. In the Vendor window, click the Add button.
4. In the Vendor Type field, select Company Vendor from the drop down.
5. Fill in the following required fields:In the Vendor field, enter Click the Add button Image Added in the toolbar.
6. Fill in the following required fields:
   1. Vendor Type* - Select Company Vendor from the drop-down menu.
   2. Active - This field will be checked by default. If you want to make a vendor inactive, the box will need to be unchecked.
   3. Vendor* - Enter a unique Vendor ID. This field is limited to 20 characters.
   4. In the Name field, enter Name* - Enter a name to identify the Vendor. This field is limited to 100 characters.
   5. In the Description field, enter Description - Enter text to further identify the Vendor. This field is limited to 255 characters and is optional.
   6. In the Restrict Access field, select Yes or No.Yes : 
      1. Yes- will restrict access so only those that are assigned to the vendor can access the vendor record.
      2. No - will allow the vendor to be unrestricted and all users can access the vendor record.
      In the Currency field, select
   7. PO Required - Select 'Yes' if the PO is required, or 'No' if it is not. 
   8. Currency*- Select the vendor currency.
   9. In the Payment Terms field, the default * - By default, this is set to 30. If it is different, type in the number of days.
   10. In the Payment Type field, select Payment Type*- Select either ACH or Manual Check.
       In the PO Required field, select Yes or No.
       * Indicates a required field
       
       
7. These are optional fields that can be entered and are more for informational purposes. A screen shot is available below so you can see where the information will be displayed.
   In the
   • Email 1
   field, enter
   •  - Enter in an email address.
   In the Email 2 field, enter
   • Email 2 - Enter in an alternate email address.
   In the
   • Phone 1
   field, enter
   •  - Enter in a phone number.
   In the Fax field, enter
   • Fax - Enter in a fax number.
   In the
   • Address 1 
   field, enter
   • - Enter in the vendor address.
   In the
   • Address 2 
   field, enter
   • - Enter additional address information.
   In the City field, enter in
   • Traveled City - Enter the vendor city.
   In the State field, enter
   • State - Enter in the vendor state.
   In the Zip field, enter
   • Zip - Enter in the vendor zip code.
   In the 
   • Zip 4 
   field, enter
   • - Enter in the last 4 digits of the vendor zip code.
   In the Country field, select
   • Country - Select the vendor country.
   In the Company Employee field, select
   • Company - Select the company the vendor may be associated with based on the companies set up in the application.
   In the 
   • Vendor Other ID
   field, add
   •  - Enter in an alternate vendor name that can be used in the search functionality.
   • In the Active field, check the box for the vendor to be available now for assignment.
   • Click the Save button.

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Below is a sample of what you will see when you search for a vendor and click on the vendor name. All fields that were entered in the set up will be shown in this screen. 

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1. Click the Save button to save the record.

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Display of Vendor Information for End User

1. On the cover page of the vendor payment report (*note: you must create a corresponding "Vendor Payment" report type for external vendors).

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2. When you use the search functionality Image Added on the vendor field the Vendor Detail screen will be available when you click on the vendor ID. 

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