How to update a vendor?

How to update a vendor?



To update a vendor, please follow these steps:

  1. Go to the Expense Module.
  2. Click on "View Vendor."
  3. Search for the vendor by entering the Business Name or Vendor Type in the search field.
  4. You can also click on the "+" icon to explore additional search options like Primary Contact No. and Email.
  5. A list of vendors matching the search criteria will be displayed.
  6. Find the vendor you want to update and click on the pencil/edit icon next to their entry.
  7. Modify the vendor details as required.
  8. After making the necessary modifications, click on the Submit button to save the changes.

By following these steps, you can update the details of a vendor in the expense module.


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