Providers Basic Information Tab

Code

Enter a 20-character, uppercase, alphanumeric provider code. Each code must be unique.  Make this code easily identifiable, as it can be used in reports.

Description

Enter up to 30 characters for a provider description. This field must be unique. The descriptions should be as short as possible and properly capitalized  because they are used in drop-down boxes and as column headings for reports and inquiries.

Vendor ID

Enter up to 20 characters to identify this provider with a vendor. The system uses the vendor ID when the payment method selected on an expense report is classified as "Direct Pay." In this case, you pay the provider, instead of the employee that filled out the expense report.

Tax ID

Enter up to 20 characters to identify this provider’s tax identification number. The system uses the tax ID to identify the correct vendor when taxable expenses are added.

Active

Select this checkbox if the Provider is active. The default value for this checkbox is selected.

User-Defined

User Defined Code 1

This field displays the label entered in User-Defined Field 1 of the Miscellaneous tab of the General Configuration screen. Enter a value for that user-defined field, if applicable, for the provider. It can be used in reports and inquires.

User Defined Code 2

This field displays the label entered in User-Defined Field 2 of the Miscellaneous tab of the General Configuration screen. Enter a value for that user-defined field, if applicable, for the provider. It can be used in reports and inquires.

User Defined Code 3

This field displays the label entered in User-Defined Field 3 of the Miscellaneous tab of the General Configuration screen. Enter a value for that user-defined field, if applicable, for the provider. It can be used in reports and inquires.