Syncing Vendor Information from Accounting

If you would like to use the vendor remittance information stored in your accounting system for a given vendor (e.g. remittance addresses, account numbers, payment terms, etc.), go to:

  • Bill Pay > Setup and click Manage Bill Pay Vendors
  • Click on the Vendor
  • Check the box “Pull all information below from the accounting system”
  • Click Save

If you update a remittance address in your accounting system, it will update in MarginEdge.



If you would like the “pull from accounting” box to be checked for all Vendors by default, go to:

  • Vendors and click "Configure Defaults"


  • In the “Default Settings” screen, scroll down to the Bill Pay section
  • Select "Enabled"
  • Select "Locked" from the dropdown menu
  • Click Save

This will make it so every "pull from accounting" box is checked for all Bill Pay Vendors, keeping them in sync with your accounting system:



Note: If you would like the option to independently configure each of your Bill Pay Vendors, you can use the "Custom Default" setting. This will ensure that the default setting for any new Bill Pay Vendors checks to "pull from accounting", but will allow you to uncheck that box and manually change the information if needed. 



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