You must be a purchaser or have custom permission to access Manage Vendors to complete the following steps
- Select the Procure tab
- Click on Vendors to set up your vendor payment methods
- Select a Vendor from the list
- Select Financial Settings
- Click on Add Payment Method.
- Enter the following information: name of payment type, select a payment type, and select a currency.
- Excellent! Next, fill in the bank routing number, payee name, and vendor account number.
- Click Add.
Congrats! You've just added a payment method for your vendor.
When adding a payment method during bill creation, the payment method will be automatically added to the vendor.