Create a Vendor

Select Form > New > Vendor to open the Vendors\ new window.

In the Vendor Code box, type a new vendor ID, or click the ellipses button to select the first available or next highest available code.

Click on the Address tab if not already open, and fill in the information.

Address tab detailed steps.

Address Details -The fields address, city, state, zip, country, contact, phone and fax are all used for basic contact information for the client.

Reference Number - The reference number entered here will auto-populate the vendor reference number field, if used in the check design.

Click on the Flags tab if not already open, and fill in the information.

Flags tab detailed steps.

Payments - The payment flags control the selection of checks for the vendor.  

1. If Hold All Payments is checked, then the system will not generate checks for that vendor - even when payment vouchers exist for that vendor.  
2. If No Purchases is selected, the system will not allow payment vouchers to be entered for the vendor.
3. If Separate Check is selected, then the system will generate a separate check for each outstanding payment voucher for the vendor.  Otherwise the system will print one check for the grand total of all outstanding payment vouchers when checks are printed.
4. If Always Take Discount is selected, the system will select that voucher for payment even when it is not scheduled for that selection period, if waiting until the next regular selection period would cause the firm to lose the discount entered for that voucher.
5. The Payment Group allows the user to define if a vendor's payments should be selected within a defined group.  The group is created and defined by typing in the group name.  For example, a firm might want to always pay a particular set of vendors in the first week of the month.  They could type the code WK1 in the payment group field for all of those vendors, then select checks by that payment group.
6. Taxes- The taxes portion is used to supply information that pertains to the issuance of tax documents.
   • If Gets 1099 is checked, then this vendor is set up to generate a 1099 if they meet the minimum disbursements required by the IRS to get a 1099 form.
   • Report as: The selection made here will determine the field on the 1099 form where the amount paid will be entered, based on the type of payments made.  Options include Rents, Other Income, Non-employee Compensation, and Gross Proceeds to Atty.
   • Tax ID Type:  User can select Federal ID number or Social Security number.  This option determines where the dash will be inserted.
   • Tax ID Number:  The 9 digit Federal Tax ID or Social Security number without dashes entered.
   • Supplemental Amounts:  Used to enter any beginning balances for vendors who have had payments that were not entered in Juris.

7. Click on the Defaults tab if not already open, and fill in the information.

Click on the Terms tab if not already open, and fill in the information.

Terms tab detailed steps.

Payment Terms - Due Days or Proximo.  Days between invoice date and due date as well as discount percentage and days may be entered here.

Defaults tab detailed steps.

Juris Defaults - System allows an optional default Expense Code, A/P Account, and G/L Discount account to be entered.

Spell check the form using any of the following options:

• Click the Spell Check icon.
• Select Form > Spelling from the toolbar.
• Use the keystroke shortcut F7.

Save the Vendor using any of the following options:

• Click the Save icon.
• Select Form > Save from the toolbar.
• Use the keystroke shortcut Ctrl + S