We have added a new payment type called vendor credit. Once this is set up you can track money that is owed to you from vendors. This credit can then be used to pay expense receipts connected to PO’s or any expenses that you may have on account in adilas.
Here is a ‘how to’ for activating this setting. The next update will demonstrate how to use it.
To set up this payment type, navigate to the invoice homepage.
Click on more options. Then click on special account transactions homepage.**You will need to have permission id=172 Direct to Special Account Transactions to access these settings.
Click on Manage special accounts.
Choose Vendor Credit from the dropdown menu and click select master special account.
Change special account status to active and click add special account.
The special account has been activated. You can now use the vendor credit special payment (no rule setup required).
Our next update will demonstrate how to create and use vendor credits.
As always, please feel free to reach out to Technical Support at 720-740-3046 or email support@adilas.biz if you have any questions, concerns, or suggestions.
