Set up Steps for using Vendor Various:

Step 1 - Create the Vendor Various Vendor

Step 2 - Specify the Vendor Various Bank Account

Step 3 - Create Vendor Various Categories

Step 4 - Create Vendor Various Purchase Order(s)

NOTE:  When you are ready to print your Vendor Various checks, be sure to let us know so we can arrange 

Step 1 - Create the Vendor Various Vendor

Generally, this step is only done one time.  You only need one Vendor Various Vendor.

1. Go to the Financial > Vendors, Etc. > Vendors screen.
2. Click on the Add button. This brings up the "Add" dialog:
   

• Fill in the name of your Vendor Various vendor (E.g. "Vendor Various").
• Click the Add button to add the vendor. This brings up the "Modify Vendor" screen for the newly created vendor:
  • Check the "For Vendor Various Purchase Orders" checkbox.  Do NOT adjust any other settings.
  • Click Save button to store the update. You are now done with setting up the Vendor Various vendor.

Step 2 - Specify the Vendor Various Bank Account

• Go to the Financial > Setup > Bank Accounts screen:
  • Scroll down and locate the "Default Bank Accounts" section at the bottom of the screen.  Select the Vendor Various Bank Account.  Click the Save button to store your choice. 
  • Click on the Properties button for the bank account to be used for Vendor Various.  Check the "This bank account can be used for Vendor Various payments" checkbox.
  • This completes step 2.
    

Step 3 - Create Vendor Various Categories

If you use Vendor Various for multiple things (e.g. paying sports officials, paying parents to transport their student(s), refunding staff for tuition, etc.) you will want to create 'categories' for Vendor Various pay items.

1. Go to the Setup > Codes screen.
2. Locate the "Vendor Various Payment Categories" Codes table (you can search for the code "Various" to narrow down the selection).
3. Click the Edit button to open the "Vendor Various Payment Categories" Codes table in order to add categories. This bring sup the screen:
   • Click Edit. This brings up the "Add Code" dialog:
     
      
   • Create a Code.  Codes are typically short abbreviations for the description and are always in capital letters.  E.g. "AIL" for "Aid in Lieu"
   • Enter the description/name for the Category.
   • Click Add to add the new Category

Repeat for as many categories as needed.

Step 4 - Create Vendor Various Purchase Order(s)

On the Budget > Expenditures > Purchase Orders screen, click the New Purchase Order button.

• PO# - you can leave the PO# blank and let the system assign the next sequential PO number, or you can make it any number/name you wish.
• Select the Vendor Various PO Type
• Enter a Description
• Click Create PO

That is all you do.  Do nothing else!

You can create as many vendor various POs as needed based on the categories you're paying - such as Aid in Lieu, Sports Officials, Scholarships, etc.  Just repeat the steps above for each PO needed.

   Next step - Creating Vendor Various Payment Records