Table of Contents

Overview

The Office System allows users to group their Vendors by Category. By selecting a Vendor Category, this provides users a greater level of detail for reports. This information can be very helpful for future reference, especially if the user has a particular Category of Vendors they use for certain expenses. Vendor Categories are a required field when creating new Vendors. With this said, it is important to keep Vendor Categories clean and easy to track..

Required Permissions

  • Accounts Payable Module

  • Add/Edit/Delete Categories

Accessing the Tool

  1. To access Vendor Categories select Accounts Payable across the top toolbar and select, Categories.

  2. The Vendor Categories Grid will launch.

  3. The primary functions associated with managing Vendor Categories are embedded in the Vendor Category setup screen, which can be accessed by double-clicking on an existing Category, or clicking the New button.

Creating a New Vendor Category 

To create a new Vendor Category Navigate to the Vendor Categories Grid and perform either of the following to launch the Vendor Category setup screen:

  1. Option 1 - Click the New icon on the toolbar.

  2. Option 2 - Right-click anywhere on the Vendor Categories Grid and select New.

  3. The Vendor Category setup screen will launch.

  4. Enter a Name and Description for the Vendor Category. Once complete select Save & Close. 

Best Practices

  1. Vendor Categories are a required field when creating a new Vendor, keeping detailed notes on Vendors will be helpful when it comes time to run reports based on the various categories.

  2. Make sure all Vendor categories are clearly and distinctly labeled to create ideal organization.

FAQs

  1. What reports are most useful when wanting to view expenses or purchases by Vendor Categories?

    1. Vendor Aged Open Invoice is a report that can provide open invoices by Vendor Category. The data genie would be the best tool to use to build a customized report to view purchases by Vendor category and it is very simple to build.

  2. What is the best way to see all Vendor Categories I currently have?

    1. The Vendor Categories grid will display all current Vendor Categories. If you would like to see all vendors within a certain Vendor Category, you can use the Manage Vendors Grid and filter by Vendor Category. Once the grid is filtered users can export the grid to excel.