Adding Vendors in Transactions to Code

Clarifying vendors is important for all transactions to ensure these are not only coded to the right areas, but also identified during 1099 season when determining if a vendor meets the required threshold for eligibility. Vendors may be listed in Transactions to Code if the transaction provides a clear vendor. If not, this will say Select a Vendor. In either case, you can adjust this by typing in a vendor name through the Vendor dropdown.

Selecting a Vendor

Selecting a vendor is simple.

1. Log into Edge
2. Go to Action Center > Transactions to Code
   
   
   Don't see this page? Learn More about who can see Action Center
3. For each transaction, click on the search box under Vendor column
   
4. Type the vendor name you are looking for. If a vendor was already listed, this will show at the top to compare what was previously identified.
   
5. Select the vendor name from the list
   
6. Continue to fill in the other fields for Category and any comments
   
7. Select Save once finalized
   

Adding a Vendor/Missing Vendor

If while searching for the vendor name you are unable to populate the necessary vendor, follow the below steps:

1. Log into Edge
2. Go to Action Center > Transactions to Code
3. For the necessary transaction, click Add under the Comment section
   
4. In the comment box, let us know who the Vendor is for this transaction
   
5. Click Submit
   
   

    Important

   You must click Submit to save your comment to the transaction. This does not, however, submit the transaction to the accounting team for review.

6. Continue to fill in the other fields for Category
7. Select Save once finalized
   
   

    Important

   You must click Save to submit the transaction to the accounting team for review. If this is not clicked, your transaction will remain in Action Center unseen by our team.

More Questions? Email Ceterus Support