Answer
Nov 16, 2016 - 06:22 PM
The office vendor number needs to be updated on the firm office profile in order for it to populate on future invoices for this firm office.
To update the office vendor number on the firm office profile:
1. Mouse over the Navigation Panel and click Users then Bulk Update.
2. Under Step 1: select a field to update, choose vendor id* in the list.
3. Under Step 2, choose generate list. A list of firms/vendors that are attached to your company will then appear.
4. Scroll to the firm office name for the particular vendor and update the associated vendor office number.
5. Select Save
To update the office vendor number on the firm office profile:
1. Mouse over the Navigation Panel and click Users then Bulk Update.
2. Under Step 1: select a field to update, choose vendor id* in the list.
3. Under Step 2, choose generate list. A list of firms/vendors that are attached to your company will then appear.
4. Scroll to the firm office name for the particular vendor and update the associated vendor office number.
5. Select Save
