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DocuWare for Invoice Processing

Resources for users of the preconfigured cloud solution

How do I add a new vendor manually in the solution?

Version IP7.3T2   previous versions

To add a new vendor when not using the Vendor Master Verification and Form W-9 Management feature within the workflow setting options is done by simply creating a new data record:

  • In your DocuWare Client go to a document tray and click right on an empty area in the tray
  • The "Store" button changes to "Create data record" when a document is not selected
  • • Click on “IP - Company Records -Vendor Master Record” from the list

Vendor master record

  • Enter all appropriate index data for the new vendor
  • Enter a Payment Type
  • Click on “Create data record”

Vendor Maeter record 2


Note: Please confirm the company number matches the vendor number in your accounting systems.

 

How do I add a new vendor manually in the solution?

Version IP7.3T2   previous versions

To add a new vendor when not using the Vendor Master Verification and Form W-9 Management feature within the advanced setting works easy by creating a new data record:

  • In your DocuWare Client go to a document tray and click right on an empty area in the tray
  • The "Store" button changes to "Create data record" when a document is not selected
  • Click on IP-Company Records – Standard Store

Company records store

  • Enter the index data for the new vendor
  • Enter a Payment Type
  • Click on “Create data record”

Company record new


Note: The company number will automatically populate. Please confirm this data matches your accounting systems. If it does not, you can edit the company record.

 

Need further assistance? We’re here to help. Please email us at support.americas@docuware.com.