How do I use Vendor Setup tasks?

When an invoice comes into MarginEdge (ME) from a new vendor, it is necessary to “map” this vendor from ME to your account system.  If the new vendor in ME already exists in your accounting system and the names are similar, we will try to map it for you.   Otherwise you will receive an email notification.

Alert Email  

To ensure you know when this happens and can take action so invoices aren't delayed, MarginEdge creates a "Vendor Setup" task and sends an email alert to you (and anyone with the role of Accountant) when an invoice for a new vendor is processed.    That email contains the exact name of the vendor in ME so you can cut/paste the name into your accounting system (this is not required, but in most systems once you sync with ME, if the name is identical then the vendor mapping is done automatically!)

The email will contain a link to the Task area of the system where the Vendor Setup task will be waiting.  

Vendor Setup Task

To address the Vendor Setup task, click on the task to open the Edit Vendor page for the new vendor.    In the example below, there are three Vendor Setup tasks waiting, each reflected by a row in the table.

Task_landing.png

(Tip: From anywhere within MarginEdge, you can get to this page by clicking on the little bell in the upper right.  If you have any Vendor Setup tasks waiting, you'll have a # showing next to "Invoice Tasks".)

On the Edit Vendor page, you will see an Accounting Configuration section as shown below, and there you can specify a number of things about the new vendor.    

The most important and primary goal of this task is for you to select the Accounting System Vendor.    Once you do that, you can hit Save at the bottom and you've completed the task.  

However, for detailed information about all of the additional configuration options for a vendor, please seeSee "Using Advanced Vendor Configuration Options".

 

New_Vendor_Task_main.png

 

 

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