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Results for “vendor” — 20 results

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A vendor balance looks wrong

Diagnose and fix an inaccurate vendor account balance in Usystems.

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FAQ: Returning to Vendors

Common questions about creating returns and refunds with vendors.

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Purchasing Officer: quick reference cheat sheet

Fast lookup of the most common tasks, keyboard tips, and troubleshooting.

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Selecting the vendor on a purchase order

Find and choose the right vendor for your order.

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Reading and interpreting the Vendor Contact List report

Understand the columns, data fields, and how to use the vendor contact information to maintain supplier relationships.

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Selecting the vendor on a bill

Search for or create a vendor contact quickly when entering a new bill.

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FAQ: Vendor Payments

Quick answers to common questions about paying vendors and allocating payments.

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Running the Vendor Contact List report

Generate a list of your vendors with contact details and payment terms to manage your supplier relationships.

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FAQ: Troubleshooting Purchase Orders

Quick answers to common questions about purchase order problems and solutions.

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Creating a vendor / supplier

Add a new vendor to your system and set up their contact and payment details.

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Editing and deactivating vendors

Update vendor information or temporarily disable a vendor without losing their history.

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Paying a bill from the vendor advance (balance allocation)

Use a vendor's existing credit (advance balance) to settle all or part of a bill without taking new money.

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FAQ: Vendor Contact List Report

Answers to common questions about generating, interpreting, and using the Vendor Contact List report.

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Receiving a refund from a vendor

Record a refund you receive from a vendor when you return goods or dispute a bill charge.

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Recording vendor advances

Pay a vendor in advance and track the credit for future purchases.

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Filters and options in the Vendor Contact List report

A reference guide to all available filters and report settings for the Vendor Contact List.

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Bill vs cash purchase vs purchase order: which document to use

Understand the three main purchase documents and when to use each one for different buying situations.

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Purchasing Officer: daily workflow

Complete a typical day of placing orders, receiving goods, and verifying vendor invoices.

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Selecting the vendor on a cash purchase

Find and choose your supplier and configure currency and payment account.

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Receiving money back from a vendor

Record a vendor refund or credit when money is returned for a return or bill adjustment.