• Adding a New Vendor without Creating a New Payable
• Adding a New Vendor as You Create the First Payable for the Vendor

Adding a New Vendor without Creating a New Payable

Take the following steps to add a new Vendor without creating a New Payable:

1. Click File and select Vendor and New Vendor to open the New Vendor window.
2. Accept the default vendor number or enter a new number in the Vendor box.
3. Enter any available information you have for the vendor under Vendor Information.
4. Enter a G/L Account number in the G/L Account box if you want to assign a default expense account for the vendor.
5. Enter an Explanation Code in the Expl. Code box if you want to assign a default explanation for the vendor.
6. Select a GST/HST Category from the GST/HST Category drop-down list if you want to assign a default GST/HST Category for the vendor.
7. Enter the number of days until a standard discount expires on invoices for the vendor in the Days boxes.
8. Enter the percentages of any standard discounts on invoices for the vendor in the % boxes.
9. Enter the vendor's 1099 details in the 1099 Information field.
   NOTE: PCLaw tracks 1099 information and creates the 1099 forms as needed.
10. Verify that the 1099 type is set to Misc.
11. Click OK to save the new vendor.

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Adding a New Vendor as You Create a the First Payable for the Vendor

Take the following steps to add a new Vendor as you enter the first Payable for the vendor:

1. Click Data Entry and select Accounts Payable and New Payable... to open the New Payable window.
2. Double-click inside the Vendor box to open the Pop Up Help - Vendors window.
3. Click Add to open the New Vendor window.
4. Accept the default vendor number or enter a new number in the Vendor box.
5. Enter any available information you have for the vendor under Vendor Information.
6. Enter a G/L Account number in the G/L Account box if you want to assign a default expense account for the vendor.
7. Enter an Explanation Code in the Expl. Code box if you want to assign a default explanation for the vendor.
8. Select a GST/HST Category from the GST/HST Category drop-down list if you want to assign a default GST/HST Category for the vendor.
9. Enter the number of days until a standard discount expires on invoices for the vendor in the Days boxes.
10. Enter the percentages of any standard discounts on invoices for the vendor in the % boxes.
11. Enter the vendor's 1099 details in the 1099 Information field.
    NOTE: PCLaw tracks the 1099 information and creates 1099 forms as needed.
12. Verify that the 1099 type is set to Misc.
13. Click OK to return to the Pop Up Help - Vendors window.
14. Click to highlight your new vendor.
15. Click OK to select the new vendor and return to the New Payable window.
16. Enter the invoice number in the Invoice box
17. Enter the invoice date in the Invoice Date box.
18. Enter the invoice due date in the Due Date box.
19. Select a GST/HST Category from the Pay GST/HST box if you have GST/HST enabled.
20. Enter the total invoice amount in the Invoice Amount box.
21. Enter the GST/HST amount on the invoice in the GST/HST box if you have GST/HST enabled.
22. Click to check the Pay Now box if you want to automatically write a check to pay the New Payable when you enter it into the program.
23. Enter an explanation in the Explanation box.
24. Enter a matter number in the Matter column if you want to charge a matter for the allocation or leave it blank to absorb the cost as a business expense.
25. Enter the GST/HST Category for the allocation in the GST/HST column if you have GST/HST enabled.
26. Enter an explanation in the Explanation column or accept the default explanation.
27. Enter the amount of the allocation in the Amount column.
28. Enter G/L account for the allocation in the G/L Account column.
29. Select a Hold status from the Hold column drop-down list.
30. Repeat steps 11 through 16 on the next line for any additional allocations on the invoice.
    NOTE: You cannot save a New Payable until you allocate the total amount of the invoice. You can see the remaining balance to allocate in the Balance box toward the bottom-left corner of the window.
31. Click OK to enter the New Payable.

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