Vendors

A vendor is any business your organization sends money to on behalf of a client. Utility companies, landlords, insurance companies, auto repair shops and doctor offices are the most common types of vendors.

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Add a Vendor

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  1. Under the Admin menu, select Vendors.
  2. At the top of the List of Vendors, click on the plus sign to add a new vendor.
  3. Once the New Vendor window loads, fill in the required information. Ensure the mailing address is accurate. This information will print on the check request form, and will be the address your financial secretary uses to send payment. Also be sure to select the appropriate fund for the vendor. New funds can be added in the Funds Setup section.
  4. Click Save and Close.

New Vendors may also be added while recording a pledge. Any caseworker can add a new vendor, but an administrator must approve pledges made to a new vendor.