Accounting > A/P tab > A/P > Manage Vendor Document Type
Use this page to manage Document Types for documents uploaded to Vendor Accounts.
Use Document Types to manage documents for tracking purposes, such as; Contracts, Licensing and Insurance policies. Document Types can be linked to Hold Types in order to automatically place a vendor on hold when the document expires.
To Add a Vendor Document Type
Step 1. Select Accounting > A/P tab > A/P > Manage Vendor Document Type
Step 2. Select Add Vendor Document Type from the Page Actions drop down menu.
Step 3. Complete the fields below.
Title- Create a title for the Document Type
Auto Hold on Expiration- Check this box if this Document Type upon expiration needs to create a hold in new Invoices, Payment of Invoices or assigning of Work Orders for the Vendor.
Step 4. Click the Save button to finalize the new record.
To Edit an existing Vendor Document Type
Step 1. Select Accounting > A/P tab > A/P > Manage Vendor Document Type
Step 2. Click the Pencil icon of the Document Type you want to edit to open the record.
Step 3. Edit the fields below as needed.
Title- Create a title for the Document Type
Auto Hold on Expiration- Check this box if this Document Type upon expiration needs to create a hold in new Invoices, Payment of Invoices or assigning of Work Orders for the Vendor.
Step 4. Click the Save button to finalize the new record.