RakefetOnline

Vendors & Employees

To have access to this section of the software, you must be given permission by your CRM Admin.

Add or Update a Vendor or Employee

To create or modify a Vendor or Employee, go Setup --> GL / Budget / Payables and click Vendors & Employees 

To Add:

Click the button + Add New Vendor.  Fill in the form as needed and click Save.  Once the Vendor or Employee is created, they will be available to select for the Payables and Check Writing screens. 

To Update:

To modify a vendor, use the Search query to look up the Vendor or Employee to update.

Click the green Edit button on the far right.  The Vendor / Employee profile card will open to modify.  When finished, click Save.