Vendors and Accounts Payable
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      1. Dye & Durham Knowledge Base
      2. Unity® Accounting
      3. Vendors and Accounts Payable

      How to Edit a Vendor

      How to Edit, Delete or Make a Vendor Inactive

      To edit a vendor:

      1.  Click on Vendors and select the vendor to be edited.

      2.  Right click and click on Edit or click on the pencil icon and the Vendor profile window will appear.

      3.  Make the necessary changes in the form and click on Save and Close.   

      To delete a vendor:

      1. Select the Vendor to be deleted.
      2. Right click and click on Delete > Yes.

      Note: 

      • A vendor cannot be deleted if transactions have been posted to the Vendor. This is true regardless of the transaction year or if the transactions were reversed.

      To make a vendor inactive: 

      1.  Select the Vendor the user would like to make inactive.

      2.  Uncheck  Vendor is Active. 

      3.  Click on Save and Close.

      Note: 

      • A vendor cannot be made inactive unless the balance of the accounts payable is zero.
      • An error message will display.