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Set up office vendor number fields

Office vendor numbers fields are useful for including additional identifying information about your vendors.
There are 4 parts to setting up vendor numbers in Tracker:
  1. Create and name the office vendor number fields.
  2. Configure the AP routes to require numbers on every invoice in that route.
  3. Add values to the vendor number fields for each of your vendors.
  4. Set up the Invoice Spreadsheet to include these vendor fields on each invoice.
You may need multiple office vendor numbers fields if you need confirmation and other data (such as a vendor's ZIP Code). To do this, Tracker lets you create unlimited office vendor number fields.
  1. Create and name office vendor fields
  2. Select
    Settings
    .
  3. Go to the Accounting and A/P Settings section and select
    Office Vendor Numbers - Field Names
    .
  4. Select either
    New value
     or
    New multiple values
    .
  5. Add a value in the
    Value
     or
    Values
     field.
  6. Select
    Save & close
    .
  7. Configure the AP routes to require numbers on every invoice
  8. Select
    Settings
    .
  9. Go to the Accounting and A/P Settings section and select
    AP Route Configuration
    .
  10. In Step 3: Routing, select the name of the AP route to configure.
  11. In Step 3a: General Options, choose
    Select next
     to
    Required Office Vendor Numbers
     and choose the office vendor number names.
  12. Select
    Save
    .
  13. Select
    Settings
     again.
  14. Add values to the vendor number fields
  15. Select
    Firms
     and then
    Our Firms
    .
  16. Select the name of the firm or vendor you want to add an office vendor number.
  17. Open the
    Offices
     tab.
  18. Select
    Edit Office Profile
    .
  19. Add or edit vendor numbers in the
    Vendor Office ID
     field.
  20. Select
    Save & close
    .
  21. Set up the Invoice Spreadsheet
  22. Select
    Settings
    .
  23. Go to the Accounting and A/P Settings section and select
    AP Route Configuration
    .
  24. In Step 2: Formatting, either select an existing invoice spreadsheet format or select
    Create New Invoice Spreadsheet Format
    .
  25. Go to the Standard Rows section. In Column Name/Date, select
    Office Vendor Number - Office Vendor Number
    .
  26. Select the name of your office vendor number field.
  27. Repeat the steps 21 and 22 to add multiple vendor number fields.
  28. Select
    Save & close
    .

This article applies to:

  • Product: Legal Tracker
  • Subject: Invoices
  • Audiences: Company, Company