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Overview

The “Details” tab is where Vendors (I.E. Independent Contractor or Businesses) are initially inserted into the software. The “Details” tab houses information such as, basic demographic information, Vendor contact information, tax identification number, direct deposit information and status.

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To insert a Vendor, follow the below steps:

  • Click Insert

  • Type the required information (highlighted in yellow below)

  • Click Save

Some fields will default information, such as the type or status. Remember to verify that the defaulted information is correct.

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