Setting Up Vendors

  1. Select Accounts Payable from the Accounting menu and choose Vendor Records or, if you have it active, click the Vendors icon on the Accounting toolbar.
  2. Click the Add button at the bottom of the window.
  3. If the vendor is someone in your People database, you can click on the Link to Address Record checkbox. You can then find the address and select it. This way if an address is changed in People, then it will automatically be updated on the Vendor address window. You can change the Vendor name, if necessary. The items in the address information are the only ones which will be updated.


  4. Type the Vendor Name (e.g.—Fred's Hardware Store). Note that the name will appear on the check exactly as you enter it in this field.
  5. Press the Tab key and enter a 1-to-12 character code for the Vendor (e.g.—FREDS for Fred's Hardware Store).

    NOTE: The Vendor’s code is optional, but may be used during invoice entry to quickly find a vendor.

  6. Tab through the Contact Name, Address, City, State, Zip, Phone, E-Mail and Website fields, filling in the appropriate information. All of these fields are optional, although you would want to enter at least an address if you will be using window envelopes to mail checks.
  7. Tab to Account # and enter your account number, if available. Click the Print on check memo line checkbox if you want the account number to appear on checks.
  8. Press the Tab key and enter terms, if applicable (e.g.—Net 15 days).
  9. Press the Tab key and enter 1099 Recipient's ID# if this vendor is to receive a 1099 at the end of the year. Also click on the Receives 1099 checkbox if this is the case. Turning on the 1099 checkbox will cause DonorWorks to indicate every transaction to be included on the 1099. The amount to be printed on a 1099 is determined on the transaction line for this vendor. When entering invoices or transactions in the ledger, you can turn on or off the 1099 checkbox on those windows. The Vendor Record checkbox is simply a default so all items are initially checked to be included.
  10. Enter a Default Chart of Account # if this Vendor is most often paid out of one particular account number from the Chart of Accounts (you may click the hand icon and double-click your choice from the chart of accounts). If the Vendor is often paid out of various account numbers, this field may be left blank and filled in when invoices are entered for this Vendor.
  11. If this vendor is a credit card against which you will pay invoices, check the Credit Card Company checkbox and select a liability to which to accrue charges (e.g.—Credit Cards).
  12. Press Return/Enter or click Save.
  13. If this Vendor is paid the same amount on the same day of every month, you may click the Recurring Transactions tab and fill in the recurring transaction information. Multiple recurring transactions may be entered for each vendor.