Manually Adding and Editing AP Vendors

Manually Adding and Editing AP Vendors

When creating purchase requisitions, purchase orders, and packing lists, users will often need to enter a vendor that they're working with. If this is a new vendor, the vendor will first have to be added into the company's account so it's available for use.

This article will show you, an Accounts Payable Employee, how to add vendors into your company's account.

  1. On the Configurations page, select the Add New button under the Manage Vendors tile. 

    Configurations page with product and vendor management tiles.

  2. This is the Add Vendor screen. Start by entering the Vendor Information.

    Add Vendor form with Vendor Information address fields.

  3. Enter the vendor Contact Information and your Primary Contact at the company.

    Emburse Professional AP showing Contact Information, Primary Contact.

  4. Next, enter your Account Details with the vendor.

    Emburse Professional AP showing Account Details.

  5. When complete, click Save.

    Emburse Professional AP with Save button.

8.You'll receive confirmation at the top of the screen that the new vendor was successfully added.

Confirmation message that the new vendor was added successfully.

Deactivating/Reactivating Emburse Professional AP Vendors

  1. Once you've saved your vendors, click the Manage Vendors tile on the Configurations page. 

    Configurations page with product and vendor management tiles.

  2. Click the d button to deactivate a vendor.

    Vendor list Status column deactivate control highlighted.

  3. If you ever need to reactivate a vendor, click the greyed out r button next to it.

    Vendor list deactivated vendor row with Status reactivate control highlighted.

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