Vendor Profile

Overview

The “Profile” tab is where Vendors are initially inserted into the software. The “Profile” tab houses basic demographic information, Vendor contact information, and Direct Deposit Information.

Detail

To insert a Vendor into the software:

-Click the Insert button

-Enter in the required information on the profile screen

-Click Save

Open

Some noteworthy items of the vendor profile are outlined above. The first is the Default Amount field which can be used when a bill is commonly the same amount for a vendor. The entered amount will be automatically entered when creating the bill. The second is the Direct Deposit Information. If you are paying a bill and wish to send the funds via direct deposit, complete this information.