This article will teach users with Vendor Management Admin access how to approve a vendor profile.
- From the Accounting menu, click Vendors.
- From the Vendors page, click the title of the vendor that you desire to approve.
- Note: When a vendor profile is awaiting approval it will be placed in "Pending" status within the Pending tab.
- From the Vendor: [Vendor Title] page, click the Accounting Profiles tab and then click the vendor code.
When new vendors are being approved, there is not yet a vendor code to click on. The user will need to select "Add Accounting Profile" under the Actions drop-down; choose the appropriate accounting system, enter the Vendor Code, and "Save".
- Once the Update Accounting Profile window has opened, complete the form presented:
| Field | Explanation |
|---|---|
| Accounting System | The designated accounting system for the property will be generated. |
| Vendor Code | Enter the applicable vendor code. |
- Click the Save button.
- From the Vendor: [Vendor Title] page, click the Actions button and select Approve.
- Once the Approve Vendor window has opened, select the applicable accounting profile and click the Save button.
- The vendor profile has been approved and is now in Approved status.
- Note: Approved vendor profiles are located in the Approved tab of the Accounting: Vendors page.