Changing a vendor
- From the Setup menu, click Vendors.
- View vendors in the list window differently, if needed.
- Click the vendor you want to change, and click Edit.
- Change information on the General tab, as needed.
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Field |
Description |
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Name |
The vendor name |
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Vendor type |
The vendor type |
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Department |
unavailable in ajeraCore unless you have the Departments add-on The department that you want to appear on an invoice distribution for nonproject entries. You can change it on the vendor invoice. |
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Account |
The account that you want to appear on an invoice distribution for nonproject entries. You can change it on the vendor invoice. |
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Date established |
The date when you started doing business with a vendor |
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| Company |
Multi-company only. Select the company in your organization associated with the vendor if the vendor type is Credit Card or if the vendor works exclusively with that company. Ajera automatically selects the company in tasks involving the vendor to save you time. Otherwise, leave this field blank. |
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Calculate payment date by |
Select an option for calculating the due date.
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Number of days from invoice date |
If you selected Number of Days in the Calculate Payment Date By field, type the number of days from the invoice date you want to use to calculate the due date. |
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Day of the month to pay |
If you selected Day of the Month in the Calculate Payment Date By field, type the day of the month as a number of 1 through 31. |
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Account ID |
Account number associated with this vendor This account ID will print on vendor checks. |
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Phone numbers |
The phone numbers for the vendor. To the right of a phone number, type a description of it, such as cell phone, office phone, or emergency only. |
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Fax |
The vendor's fax number - To the right of it, type any notes about it. |
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The vendor's email address |
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Website |
The vendor's website address |
- Click the Address tab to change address information for the vendor.
To enter a mailing address that is different from the address you just entered, clear the Same as address check box. Type the mailing address.
- Click the 1099
Info tab to change Form 1099-MISC
information for the vendor.
|
Field |
Description |
|---|---|
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Receives 1099 form |
When selected, it indicates that you send a 1099 form to the vendor. |
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Form type |
The type of 1099 form that you send to the vendor. |
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Recipient ID |
The federal ID number of the vendor |
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Recipient name |
The name of the vendor |
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1099 Override: Reported amount |
Prints a specific amount on the 1099 form for this vendor instead of the amount Ajera automatically calculates. |
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1099 Override: Federal tax withheld |
Prints a specific amount for Federal income tax withheld on the 1099 form for this vendor. |
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W9 form received |
If selected, it indicates that you received a W-9 form from the vendor. |
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W9 business type |
The vendor's type of business |
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W9 other description |
If you selected Other for the W-9 business type, you can enter a description of the vendor's business type here. |
- To print more than one type of 1099 form for a vendor, set up a separate vendor for each 1099 form type that the vendor requires.
- Click the Insurance tab if you are tracking insurance information for the vendor that you want to change. This tab only appears if the vendor is set up with a vendor type that has the Consultant check box selected.
|
Field |
Description |
|---|---|
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Type |
The type of insurance - The Other 1 and Other 2 options are available for you to track other insurance requirements. |
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Proof required |
If selected, it indicates that you require a proof of insurance from this consultant. |
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Company name |
The name of the insurance company issuing the policy |
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Policy number |
The number for the insurance policy |
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Policy limit |
The amount the insurance policy covers |
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Effective |
The date the policy becomes effective |
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Expires |
The date the policy expires |
- Click the Contacts tab to enter, change, or delete contacts for the vendor.
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Click the Attachments tab, and change the attachment information, as needed.
- Click the Notes tab to enter any notes about the vendor.
- Click Save.
- Click Close.
See also
