Date: Thu, 28 Mar 2024 09:46:35 +0000 (UTC) Message-ID: <223424595.121.1711619195315@f259212db825> Subject: Exported From Confluence MIME-Version: 1.0 Content-Type: multipart/related; boundary="----=_Part_120_6469633.1711619195315" ------=_Part_120_6469633.1711619195315 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Content-Location: file:///C:/exported.html
To access Vendor= Categories:
1) Select <= span style=3D"font-size: 1.0em;">Accounts Payable across the top toolbar and select, <= strong>Categories.
2) The = Vendor Categories= Grid will launch.
3) The prima=
ry functions associated with managing Vendor Categories are embedded i=
n the Vendor Category setup screen, which can be accessed by double-clickin=
g on an existing Category, or clicking the New button.=
p>
To create a new = Vendor Category:<= /span>
1) Navigate to the = Vendor Categories Grid and perform either of the following to launch the V= endor Category setup screen:
Option 1
Click the Ne= w = strong>icon on the toolbar.
Option 2
Right-click anywhere on the Vendor Categories Grid and se= lect New.
2) The Ven= dor Category setup screen will launch.
3) Enter a = Name and Description for the Vendor Category. Once complete selec= t Save & Close.
Q: What reports are most useful when wanting to view expenses or=
purchases by Vendor Categories?
A: Vendor Aged Open Invoice is a report that can provide open invoices by V=
endor Category. The data genie would be the best tool to use to build a cus=
tomized report to view purchases by Vendor category and it is very simple t=
o build.
Q: What is the best way to see all Vendor Categories I currently=
have?
A: The Vendor Categories grid will display all current Vendor Categories. I=
f you would like to see all vendors within a certain Vendor Category, you c=
an use the Manage Vendors Grid and filter by Vendor Category. Once the grid=
is filtered users can export the grid to excel.
Vendor Categories are a required field when creating a new Vendor,= keeping detailed notes on Vendors will be helpful when it comes time to ru= n reports based on the various categories.
Make sure all Vendor categories are clearly and distinctly labeled= to create ideal organization.
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