This tutorial will discuss adding bank account information to a vendor profile.
1. Pre-requisites
Pro tip: Have their void cheque on hand. This makes the whole process much easier and helps prevent any annoying delays.
2. Within the “Property Management” dropdown, select “Vendors”
3. Click the vendor name from the list to open the details page
4. Select Edit vendor from the Other options dropdown
5. Go to the bank account info tab and accurately enter the vendor’s bank account details, using the information from the void cheque
6. Click ‘Update’ to save the changes to the vendor’s bank account
And there you have it! Thanks for watching! See you on the next one!