Creating a Vendor (From Cash and Bank)

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Accounting > Cash and Bank > Manual Checks

For users with multiple banks and/or accounts

Inside the Bank Selection Screen:

1. Select a bank from the Banks list.

2. Select a bank account from the Accounts list.

3. Click the [Continue] button.

Within the Manual Checks Screen:

4. Click the Payee hyperlink to open the Payee Details window.

5. Click the Class dropdown and select Commercial.

6. Input the vendor’s information.

∟ A Company name is required in order to save.

7. Click the [Save] button.

For users with only one bank and one account

Within the Manual Checks Screen:

1. Click the Payee hyperlink to open the Payee Details window.

2. Click the Class dropdown and select Commercial.

3. Input the vendor’s information.

∟ A Company name is required in order to save.

4. Click the [Save] button.

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