Add/Edit Payee Vendor
This is the add/edit page for the vendor/payees. If the page is in edit mode, there will be a link at the top that allows you to view the vendor/payee history.

1. Vendor/Payee Id - This is a key field and is used to track the vendor/payee through the system. This number is auto generated and controlled behind the scenes.

2. Business Name - This the business name of the vendor/payee. If a vendor/payee doesn't have a business name, the first/last name combo will be required. Max of 100 chars and min of 2 (if used).

3. First Name - This is required if no business name is provided. Max of 50 chars and min of 2. Optional if business name is provided.

4. Last Name - This is required in no business name is provided. Max of 50 chars and min of 2. This field is optional if a business name is provided.

5. Address - This is a required field and should hold the vendor/payee address. Max of 100 chars and min of 2 chars.

6. Address 2 - This is an optional field and can hold up to 100 chars.

7. City - Required field. Max of 50 and min of 2.

8. State - Required. Choose a state from the list provided. There is also an option for any state that helps with big vendors like Sam's Club or Wal-Mart.

9. Zip - Required field - Enter the zip code. Max of 15 chars and min of 5.

10. Phone - Optional field. Enter the vendor/payee phone number. Max of 25 chars.

11. Phone 800 - Optional field. Enter the toll free number. Max of 25 chars.

12. Cell Phone - Optional field. Enter the cell phone number. Max of 25 chars.

13. Fax - Optional field. Enter the fax number. Max of 25 chars.

14. Driver License - Optional field. Enter the driver license number. Max of 25 chars. If applicable, all values are encrypted for database storage.

15. SSN - Optional field. This is the social security number field. Max of 15 chars. If applicable, all values are encrypted for database storage.

16. EIN - This is the federal Employee Identification Number (EIN). Max of 25 chars. If applicable, all values are encrypted for database storage.

17. Account Number - Optional field. Max of 50 chars.

18. Flag for 1099 - Optional field. Check the box if the vendor/payee will require a 1099 at the end of the year.

19. Email - Optional field. Enter the email address. Max of 150 chars.

20. Web Address - Optional field. Enter the web address. Ex: www.somedomain.com Max of 150 chars.

21. Default Expense Type(s) - Optional. Use this field to setup one or more default expense types (buckets or categories) for paying the vendor/payee. Use the builder link to help you select the correct values. Valid values are: Leave the field blank (default), a single numeric Id number that relates to an expense type, or a list of expense type numbers or Id numbers. Once again, use the builder link to help get the correct values.

22. General Notes - Optional. Use this field to hold any general notes about the vendor/payee. There is a max of 255 characters for the notes field.

23. Payee Status - Required. Active means that the payee will show up in search results for new expense/receipts and PO's without any additional button clicking. Inactive means that the payee is still in the system but somewhat hidden (requires an additional step to get to the payee info). This allows for clean-up of old vendors, duplicates, etc. This may be switched on or off as often as needed.