Vendors and Purchasing

Requisition

• Define the Approval Policy
• Work Orders
• Purchase Orders
• Requisition Approvals
• Recurring Requisitions
• Contract Requisitions

See all 8 articles

Vendors and GL Accounts

• Create an Expense for a PO
• Adding and Configuring Vendors
• Vendor Policies
• Vendor Management: Vendor Terms & Vendor Services
• Configuring GL Account type
• GL Account Mapping - Yardi Users

Vendor Invoicing

• Vendor Invoicing Summary

Vendor Credits

• Creating New Credits
• Submitting Credit
• Cancelling Credit

Vendor Payments

• MR/PR/PO/Expense and Expense Payments with Voyager
• Pay Vendor Invoices – Select Invoices and Credits
• Pay Expenses – Payment Preparation
• Reviewing Created Payments
• Cancelling A Payment (Void Cheque)
• Printing Checks/Cheques

Invoices

• Creating a New Expense
• Submitting an Invoice
• Cancelling an Invoice

Accounts Payable Configuration

• Ordering Check / Cheque Stock
• Creating a new payment account
• Formatting Check/Cheque Image
• Edit Existing Payment Account
• Close Payment Account

Vendor Setup and Configuration

• Vendor and Services Tax Configuration
• Vendor Creation and Configuration