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Working with Vendors

The vendor entity must be entered in Search, see Adding a Vendor, to be able to associate it to a general ledger account at the territory level.  Associating the vendor to a general ledger account at the territory level will make it available for setting up account payable records.

Note: An accounts payable record must be created prior to the disbursement. The default general ledger number will be pulled into the accounts payable record.

  1. On the Primary menu, click ORGANIZATION.
  2. Click the territories tab.
  3. Click the Details icon of the appropriate territory.
  4. Click the vendors tab.
  5. Click the [Add New] link.

  1. Click the Ellipsis button next to the Name field. The Nexsure Accounting screen will be displayed.
  2. In the Search box, enter at least three characters of the vendor name and click Search.
  3. Select the vendor name and click OK.
  4. In the Federal Tax ID box, enter the tax identification number for the vendor. The Federal Tax ID defaults from the vendor Federal Tax ID added when searching for the vendor. However if a different ID is necessary at the territory level, the default can be overwritten.
  5. Enter a Description for the vendor.
  6. Click the Ellipsis button next to the Default GL Account field.
  7. The Nexsure Accounting screen will be displayed.

Note: The Region and Territory should be grayed out; this will confirm that the vendor is being added at the territory level.  If it is not grayed out, click Cancel and start at step 1.

  1. The Branch, Department and Unit, if applicable, may be selected from the lists.  This information may be left blank.
  2. The Classification, Group and Type, may be selected from the lists.  This information may be left blank.
  3. Enter at least two characters in the general ledger name or number boxes and click Search.
  4. All general ledger accounts will be displayed.  Select the appropriate general ledger number and click OK.
  5. The general ledger number will be pulled over to the Default GL Account number for the vendor.

Note: If this account is not accurate, click the Clear link to clear the field.  Click the Ellipsis button to run a new search.

  1. Enter the Account Number for this vendor.
  2. In the Primary Contact list, select a contact, if applicable.
  3. In the Default Address list, select an address, if applicable.
  4. Click Update. The vendor will appear in the vendor tab summary view.

Related Topics

Adding a Vendor

Disbursements

Accounts Payable