How to Add a Payload Payment Bank Account for an Outside Vendor | Scribe

    How to Add a Payload Payment Bank Account for an Outside Vendor

    • 17 steps |
    • 32 seconds
      1
      Navigate to Brokerage Engine.
      2
      Click "Accounting" to navigate to the interface.
      3
      Click the "Expenses" tab.
      4
      Click the "Vendors" option.
      5
      Click the "Search Vendor" field and type the name of the Vendor.
      6
      Click the name of the Vendor to navigate to the Vendor profile.
      7
      Click the "Bank Accounts" tab.
      8
      Click the "Add Bank Account" button.
      9
      The prompt window to enter the information will populate.
      10
      Once the Bank Account information has been entered, click "Submit".
      11
      The information will display under the "Bank Accounts" tab.
      12
      Click the Star icon to make a Bank Account the default account for payments.
      13
      Click "OK"
      14
      Click "OK"
      15
      Click the Trash Bin icon to delete a Bank Account.
      16
      Click "OK"
      17
      Click "OK"