• Import batch of similar invoices via Visual Integrator for A/P Invoice Data Entry?

    For context, I tried searching these forums for at least an hour to find an answer on this, but the only active discussions that popped up were 8+ years old. Either I was using the wrong search terms, or this is an uncommon issue. Apologies in advance…
  • Mass Vendor Name Change (From Check Name To Alphabetical)

    We have been doing vendor imports for all of our patient refunds and I just noticed a problem. Since we want the check to be made out to "John Brown" that is the column that is imported. However, although the checks come out correctly, the Vendor Name…
  • Is there an easy way to set a number of vendors as inactive based on last purchase date?

    Hello I am wondering if there is a quick way to set a large number of vendors as inactive based on last purchase date...or is something I need technical support for? thank you ~Betsy
  • DBA name

    In our vendor master we would like to build the vendor off the DBA name, but we also want to put in there the name and address on the W-9 if different so that the 1099s will print correctly. When I was researching this it appeared that the address and…