FTF Documentation

Appearance

Create or update a vendor ​

When to use it ​

Use this guide when you need to create or update a vendor.

Before you start ​

  • Open Vendors from the module menu. Your account must have access to this screen and permission for the action you want to complete.

What this changes ​

The vendor and its payment details are recorded.

Vendor details identify the payee. Payment-profile approval determines the eligible payment destination; submitting details is a separate review request.

Steps ​

  1. Open Finance → Vendors and select Add Vendor.
  2. Enter the vendor name, contact number, KRA PIN, and currency.
  3. Select Send Money, Buy Goods, Paybill, or Bank and complete the matching payment details.
  4. Select Save. Use Edit for corrections and check the saved destination carefully.

Screenshot placeholder: Vendors: create or update a vendor.

Screenshot to add: Vendors: create or update a vendor. Capture filename: images/create-or-update-a-vendor.png.

Restrictions ​

Add/edit vendor access is required. A vendor record is separate from an approved payment profile. Check any approval requirements before using new payment details.

If something went wrong ​

After an unclear Save, search for the existing vendor before creating another. Use Edit to correct supported name, contact, tax or currency fields.

For wrong payment details, submit the confirmed destination and have Finance review the payment profile. Updating vendor information does not itself approve a payment destination. Review purchases or transfers already using the wrong details separately.

Check the correction ​

Reopen the vendor and check saved details and effective payment profile. Check QuickBooks separately if the earlier details were synced.