Vendor Documents

Vendor Documents

Article Content: overview of uploading, editing, viewing, and deleting vendor-related documents such as w9s, contracts, and certifications within the vendor documents screen.

The Vendor Documents screen allows you to upload, store, and manage important documents associated with each vendor. This ensures that all compliance files, agreements, certifications, and reference materials remain organized and easily accessible.

Step-By-Step

Step 1: Navigate to Accounts Payable → Vendor → Documents.

This screen displays all documents previously uploaded for the selected vendor.

Step 2: You will see a document list with the following fields:
  • Document Type – The category of the document (e.g., W9, Contract, Agreement).

  • File Name – The uploaded file stored in the system.

  • Expiration Date – The date the document expires (if applicable). 

Step 3: To upload a new document, select New.

You can now:

  • Choose the Document Type from the dropdown (e.g., W9).

  • Browse and upload the file.

  • Enter the Expiration Date if the document has validity (e.g., //____).

Once all fields are filled, click Save & Close.

Step 4: To edit an existing document, select the entry and click Edit.

You may:

  • Replace the file

  • Update the expiration date

  • Change the document type

After updating, select Save & Close.

Step 5: To remove a document, select the record and click Delete.

This will permanently remove the file from the vendor’s document library.


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