Essential Training Checklist - Accounts Payable | Introduction to Financials | SB Express Help Center

Vendors

1. Add New & Edit Vendor Accounts

2. Vendor Tabs

3. Memorized/Autopay (Optional)

4. Navigating the Entry Screen

5. Adding Groups (Optional)

6. Adding a Payable

7. Editing a Payable

8. Deleting a Payable

9. Printing Unpaid Report

10. Selecting Payable for Payment

11. Using County Vouchers (if applicable)

12. Assigning Check Numbers

13. Printing Checks (if applicable)

14. Check Register

15. Voiding Checks

16. EFT Set-up