PSA Getting Started - How to create vendors in the Bill Information Screen

How to create vendors in the Bill Information Screen

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Vendors can be created on the Vendors page, or they can be added when entering Bills. To create a vendor from the Bills page, click Bills and click the New Vendor link. A pop-up window will display where you can enter basic information about a vendor. When you are done entering the information, click Save.

Note: If you need to add or update vendor information, you will have to go to the Vendors screen, find the vendor, make additions/changes and click Submit to save the information.

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How to set up vendor discount terms

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Comments

2 comments
  • I just yesterday got family suite and I can't get into it. How can I log in and add it to my favorites?

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  • Shirley, I'm glad your problem was resolved in a timely manner when you contacted our support team. That's a great way to go for an immediate log in issue.

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