Editing your Vendors List

Navigation: (Accounting Team) Accounting - List Maintenance - Vendor List

(Property Managers) Property Management - Vendor List

Purpose: To correct or edit your Vendor information and add new Vendors to your list

 

• Double Click on Vendor (alt. right click and select Edit)
• Make Vendor Inactive
• Make Vendor Company-Wide

Contact Tab

• Edit Contact Information
  • Add what Vendor Name will be printed on the Cheque
• Add Image (Vendor Logo)

Financial Tab

• Enter Default Terms
• Vendor HST#
• Default Payment Method

Note: Default Terms will be automatically set when entering a Bill.  If you select anything other than Cheque, when paying the Bills, it will bypass the print cheque process and set the payment.

Insurance & WSIB Tab

• Enter the WSIB information including uploading the Vendors latest WSIB certificate
• Enter Vendor Insurance Information including uploading their insurance form

Corporations Tab

• Check to set the Vendor as Company-Wide
• Uncheck to set the Vendor as not Company-Wide
• Not Company Wide, grant access to the Corporations, set Default Expense Account and Account Number

Note: The Email History tab will show any PO Emails that were sent out from Shiftsuite to the Vendor.
The Correspondence tab will show all Correspondence entered into the Correspondance Tracker
The Notes tab is used the same as the Owner Notes and recorded here.