Vendors

Vendors

Vendors fall into 3 distinct categories, subcontractors, and material/dump suppliers, and operations (all other). Although a subcontractor is set up in the Drivers option, a vendor record must also be created.

Start Screen Location - Main Menu > Accounts Payable > Vendors

Vendor Number - System assigned - Next number can be advanced in the Company Setup option.

Company - Name and primary contact information including address, phone and email.

Vendor Type - Identifies the category of this vendor.

1. Subcontractor
2. Material/Dump supplier
3. Operations - all other

Account No - This is the vendor's customer account number for your company.

Terms - Select payment terms from available options set up in the Company Setup option. Used to determine Due Date.

Credit Limit - Your credit limit with this vendor.

Fed Tax ID - Federal Tax ID - If vendor has a Tax ID, otherwise SSN.

SSN - Social Security Number - If individual or sole proprietorship or has no Fed Tax ID for 1099.

Default GL Acct - Default General Ledger Account - This will be the default expense account for any AP Bill entered for this vendor. This expense account will automatically fill in when entering a Bill for this vendor. For example: When entering a Payable for a bill from the phone company, you will always want that payment to be under the Telephone expense account without having to select it every time.

- 1099 - Toggle this button to indicate if the vendor will require a 1099 or is 1099 Exempt. Vendor with their 1099 button toggled to Exempt will not be part of the 1099 Processing.

1. Beg Balance, Fed Withheld, State Withheld - These fields are to supplement with 1099 amounts from your previous system in the first year of using HaulWare.
2. NOTE: After running your 1099s the first year, you will want to click the Clear Beginning Balances button in the 1099 Processing option.
3. 1099 Line - NOTE: HaulWare 1099 print will only support the 1099-NEC option.

Contacts tab - Click the open folder icon on the last blank line to add a new contact.

AP History button - This will give you a quick view of all AP history with this vendor.

The left pane contains a line for each month, as well as a line for All bills.

1. Click on any line in the left pane to see the details for that month in the right pane.
2. Click on any line in the right pane to see the individual AP Bill.

Custom Fields tab - See Custom Fields for more information.