Payables Quick Access Menu

□	The Vendor Information Form has a Payables Quick Access Menu that provides access to the six major functions most frequently required while using the Accounts Payable System.

HelpFilesVendorInformation

Vendor Information Form showing the Payables Quick Access Menu

1.	Bill - Opens the Bill Form where you enter the Invoices for the Purchases ordered from your Vendors.

2.	Payments - Opens the Payments Form where you enter the Payments for (and Deposits on) the Purchases ordered from your Vendors.

3.	Auto Pay - Set up the rules to automatically create an Invoice for a recurring charge that is the same each time it is billed to you.

4.	PO - Create a Purchase Order.

5.	Allocate - Apply Payments and Credit Memos to specific, outstanding Invoice(s).

6.	Ship To - Enter an address - to be printed on Purchase Orders - to tell the Vendor where the Purchases should be sent.

7.	Documents - This option allows you to import (attach) various types of Documents into the Vendor Information file.

8.	Calls - Allows you to enter the time, date, comments and results of an Account related Telephone Call - both Incoming and Outgoing.

▪	Also, on the Vendor Information Form, Click the Calls Icon at the top of the Form to open the Calls dialog containing the Calls information for the selected Vendor.

9.	History - The Vendor History Form provides a comprehensive look-up dialog for all Vendor related transaction information.

10.

Folders - The Vendor's Folders function allows you to predefine the VendorFolderPath into which saved Documents, specifically where Scanned Documents for Vendors will be stored, by entering the default Drive, Path and Folder name (e.g., c:\VenDocs), under which the Scanned Documents for each Vendor will be stored in a sub-folder named with the Record ID of that Vendor.