Lesson 12: Vendors

Overview

When you set up vendors, you also make all the related information available whenever you need to use it. This includes vendor names, addresses, contact and phone information, and vendor types.

You can use vendor types to group vendors together for reporting. For example, vendors with a vendor type of Consultant appear on the Consultant Pay When Paid report.

Follow a work plan

Set up vendor types

1. Make a list of your vendor types and descriptions.
2. Review Ajera’s predefined vendor types and change them, as needed.
3. Enter any additional vendor types needed by your firm (Setup > Vendor Types).
4. Verify your information by clicking (Reports) and selecting Vendor Type.

Set up vendors

1. Make a list of your vendors, including general information (such as address, phone number, email address, and contacts), vendor types, and any notes.

2. Set up your vendors (Setup > Vendors).

unavailable in ajeraCore unless you have the Consultant Management add-on - If tracking consultant budgets, be sure to set up vendors with a vendor type used for consultants. (In Setup > Vendor Types, verify that the Consultant check box is selected for the vendor type.)

3. Verify your information by clicking (Reports) and selecting Vendor List.

Learn the details

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Setting up vendor types

Setting up vendors

Setting up vendors

Test your knowledge

Quiz: Vendors

Congratulations!

You've completed Unit 3.

Next

Unit 4: Before your beginning balance date - Entry and preparation