. On the Company Lookup screen, select the company that you want to make a vendor and then click OK. The fields are filled in automatically.Use Vendor to create a new vendor in the Beyond Software System. This is one of several screens that you can use to create vendors. You can use this screen, Company, or People. After you create vendors and transactions for those vendors you can review the vendor’s activity, AP Aging, and transaction detail reports by clicking the appropriate buttons in Vendor.
Click Activity Summary to open Vendor Activity Report summary view.
Click Aging to open the Accounts Payable Aged Invoices report.
Click Transaction Detail to open the Vendor Activity Report detailed view.
Select Financials | Payables | Vendors. The Vendor screen is displayed.
Select Company or Person. Based on the selection that you make, additional fields become active.
If you selected Company, you have these options:
Create a new company record for the vendor: In Company ID, type a unique identifier for the company and specify the company’s name in Company Name. In addition to the new vendor record, this creates a new company record that can be accessed at Administration | Companies.
Select an existing company record for the vendor: Next to the Company ID or Company Name field, click Lookup . On the Company Lookup screen, select the company that you want to make a vendor and then click OK. The fields are filled in automatically.
Note: The Active check box is read-only and shows whether or not the specified company record is set to Active on the Company screen.
If you selected Person, you have these options:
Create a new person record for the vendor. In addition to the new vendor record, this creates a new person record that can be accessed at Administration | People.
In First Name, type the first name of the person.
In Middle, type the middle name or middle initial of the person.
In Last Name, type the last name of the person.
In Preferred Name, type the name that the person prefers to be called. For example, a person named Robert may prefer being known as Bob.
In Personal Title, type the person’s title.
In Suffix, type the suffix that the person prefers. For example, “Sr” for Senior, “Jr” for Junior, and so on.
In ID, type a unique identifier for the person. You may want to create a numbering scheme, an alphanumeric system, or use the person’s initials.
In Job Title, type the person’s job title. For example, CEO, Controller, Superintendent, and so on.
Select an existing person record for the vendor: Next to the First Name, Last Name, or ID field, click Lookup. On the Contact Lookup screen, select the person that you want to make a vendor and then click OK. The fields are filled in automatically.
Note: The Active check box is read-only and shows whether or not the specified person record is set to Active on the Person screen.
Address area
In Line 1, type the suite number or the name and number of the company/person’s street location.
In Line 2, type the person’s post office box number. Or, type the name and number of the company/person’s street location, if you specified a suite number in Line 1.
In City, type the city or municipality where the company/person is located.
In State, select the two-letter abbreviation for the state where the company/person is located.
Note: Specify only the zip code if you want the System to populate the city and state automatically.
In Zip Code, type the five-digit or Zip Code +4 digit code where the company/person is located.
In Country, select the three-letter country or region abbreviation.
In Phone, type the area code, telephone number, and extension for the company/person.
In Fax, type the company/person’s area code, fax number, and extension number.
In Email, type the email address that you want to use as the company/person’s main email address.
General area
In Status, the default value for the vendor is Active. Change the value to Inactive if you want to make the vendor unavailable in the System.
In Vendor Class, select the vendor’s class. You can create a new vendor class by using the Quick Add feature. For more information, see Quick Add. To find instructions about how to create a vendor class, see Vendor Classes.
Specify the Terms that you want to assign to this vendor. You can also create new terms by using the Quick Add feature.
Fill in the date for Vendor Since. Or, click Calendar 
and select a date.
Select the Payment Hold check box to put the vendor on Hold for any payments being made to them until this is removed. When this flag is set, you have the option to fill in the payment hold reason. If you need to create a reason, use the Quick Add feature.
In Insurance Certificates, select On File if an insurance certificate is required.
In Currency, specify the transaction currency for this vendor. Monetary values on related screens and reports throughout the system will automatically use this currency when this vendor is selected. This field is available for use only if you are using Multicurrency in your Beyond Software system.
Note: If you have vendors from whom you know you will receive invoices in more than one currency, you must set up separate vendor records for each currency. For example, you could set up XYZ, Inc – US, XYZ, Inc – Canada, and XYZ, Inc – Europe for a vendor that invoices in the U.S. dollar, Canadian dollar, and euro.
General Ledger Accounts area
The General Ledger Accounts area lets you set up a default expense account for the vendor. This account is the default when you create invoices and adjustments for this vendor.
Select the account in Acct, the department in Dept, the territory in Ter, and the product line in Prd. You can also create new account group segments by using the Quick Add feature. This assumes that you are using the complete Account Group Structure Definition available and have defined them in Chart of Accounts Policies. Notice that the field labels coincide with what you defined in Chart of Accounts Policies.
Click Save to save the vendor record.
Payments area
Select the Payment Method. If you need to create a new payment method, use the Quick Add feature.
Click the ACH Settings button if you need to define or approve the banking information to be used for ACH payments. The button is disabled by default and becomes enabled only when the payment method is either ACH-CCD or ACH-PPD and the current user has been given either the Update Vendor ACH Payment Settings or Approve Vendor ACH Payment Settings permission on the Other tab for a Role the vendor is assigned in Administration | Roles. See also Vendor ACH Quick Start.
If you are the ACH update user, then in the ACH Settings dialog, specify this information:
In Bank Routing Number, enter the routing number for the vendor's bank account that will be receiving the ACH payment.
In Account Number, enter the vendor's bank account number that will be receiving the ACH payment.
Select either Checking (default option) or Savings from the Account Type dropdown box to identify the type of bank account being used.
Select the Send Remittance Notification Emails check box to have remittance notifications emailed to the vendor. (The vendor email address becomes a required field when ACH is enabled.)
Note: The ACH Remittance email will be generated when ACH Payment entries are saved for those vendors set up to accept ACH payment. The email will be sent from the address defined in Payables Policies and to the email address defined on the Vendor screen. The subject of the email will be "ACH Remittance". The following information will be included in the body of the email:
Please confirm receipt of this payment with your bank.
If you are the ACH approver and the vendor's ACH payments settings have been defined correctly, click the Approve ACH Settings button.
Select the Separate Checks check box if you want to send a check for every invoice that you create for the vendor.
If there is a Special Payment Processing method, select the method that is appropriate.
Alternate Payee ID lets you select another vendor or person to pay. Click Lookup to find a company that you previously created. Select the company that you want to make an alternate vendor. The information for Alternate Payee ID and Alternate Payee Name fill in automatically.
Note: The Alternate Payee is for reference purposes only.
In Default Bank Account, select the account that you want to use for paying this vendor’s invoices. If the bank account has not been created, use the Quick Add feature to add a new bank account.
1099 Reporting area
If the vendor is a 1099 vendor, select the 1099 Vendor Type. The valid options include the following:
Business – Tax ID is available and required.
Individual – SSN is available and required.
Not a 1099 Vendor (default) – Go to step 5.
In SSN/Tax ID, enter the company's TIN (Tax Identification Number) or person's SSN (Social Security Number).
In Default 1099 Box, select the kind of payments that you generally make to the vendor. This selection defaults when you create information in the Detail section on the Main tab in Vendor Invoice and Adjustment. You can override the default with another selection at that time.
The default for Box 13 Label is Miscellaneous. Change the value as needed.
If you want the Box 9 to appear as selected on the 1099, select the Box 9 Selection check box.
To save the vendor and exit Vendor, click Save and then click Close 
in the upper-right corner.
A: You can change the report range dates by clicking Change the options for this report in the Report Actions area. The default dates on the reports are always the current fiscal year start date.