Vendor - Merge/Move - Move Transactions
Description
Move Vendor Transactions:
This article will walk you through how to move vendor transactions.
Step By Step
1) To move vendor transactions
- Go to AP Accounts Payable in the left side menu bar of Enumerate Central and select the "Accounts Payable" menu item to expand the submenu.
- Select "Move Transactions" located below the Vendors menu item.
2) Move/Merge Transaction page
- This allows the user to move one or more transactions from one vendor to another.
User Permissions to Consider: By default, only an Account Admin has access to this page.
– Permission will need to be updated to view/use this page:
3) Complete the following fields:
- Source vendor – The vendor the user wants to transfer the transaction from.
- Target Vendor- The vendor the user wants to transfer to transaction to.
- Dates (Start & End) – The date range of transactions to query and select for transfer.
4) After the information has been completed click “Apply”
5) After “Apply” has been clicked - you will see any transaction that are available to be selected for transfer to the new vendor.
6) Once one or more transactions have been selected to merge to the new vendor, select "Merge" from the top right-hand corner of your screen.
7) A message will populate and let you know the action has been completed and the activity tracking feed will update with the most recent action.