Steven Allen
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Recent activity by Steven Allen Sort by recent activity-
Submitting W-9
Click on Vendors Double click your vendor record to open Click on Files Click on the cloud on the right side of your screen Add File Choose W-9 as File Type Click Save
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Updating Vendor Information
Click on Vendors Double click the vendor record you want to update Click on Company Information The follow items can be updated Dispatch Address & Communications Methods Legal Information (EIN, L...
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Adding Work Order Attachments
Open Work Order Click Files in the Navigation Panel on the left side of the Work Order Click the cloud in the upper right of the work order Choose file to add to the Work Order Choose the file typ...