Some vendors will be created automatically while others will need to be created manually depending on the prepaid cards service utilized on the project.
Adding a New Vendor (manually)
Step 1: Click the + next to Vendors on the left navigation.
Step 2: Fill out all required fields and any other information that can be completed.
Step 3: Select a CP account from the Prepaid Card Account drop down menu or select Auto-create if a new account needs to be added (the application will automatically add a new account to your chart of accounts in the CP range)
Step 4: Click SUBMIT.
Giving the Cardholder Access to Submit Envelopes
Step 1: Invite the user with role Prepaid Card Employee or if they are already invite, update their access by following the steps linked here.
Step 2: Click VENDORS on the left navigation then filter for the vendor's name.
Step 3: Click VIEW VENDOR PROFILE from the Actions drop down menu.
Step 4: Click EDIT.
Step 5: Select the user's name from the PC/CP User drop down menu.
Step 6: Click SAVE.
