Vendor Quick Check

Vendor Quick Check

Sometimes you may need to issue a check to a vendor before entering the restock ticket for a part or sublet purchase. In these cases, you’ll use the Vendor Quick Check feature. This places a credit on the vendor's account in MaxxTraxx, which can be applied later to pay the corresponding invoice.

  1. Step 1: Ensure the Vendor Is Set Up as an Accounts Payable Vendor

    1. Go to Vendors in the top toolbar.

    2. Click Accounts Payable Vendor List.

    3. Search for the vendor.

      • If they are not listed, click Add at the bottom left and fill in their vendor information.

    ✅ Step 2: Write the Quick Check

    1. Click the Write Check icon.

    2. If it's not already selected, check the box for “Show Vendors.”

    3. Choose your vendor from the list.

    4. Ensure the Type at the bottom says Vendor, then click Select.

    🧾 Step 3: Fill Out the Check

    • Complete the check information as usual.

    • Click Add Disbursement.

    Disbursement Account:

    • Select GL Account 20000 (Accounts Payable)

      • If you're not using MaxxTraxx GL Accounts, select your manually set up Accounts Payable account.

    • To verify the correct account:

      • Go to Vendors > Accounts Payable Vendor List.

      • Edit the vendor record and click the blue “Account” link on the left.

      • Scroll to the bottom and look for “A/P Account.”

        • If a special account is being used, it will show in the “Use Special Account” box.

    To find the system’s default A/P account:

    • Go to:
       Setups > Accounting and Payroll > Default Account Posting

      • Click the Accounts Payable category.

      • Look for the Default A/P Liability Account.

    💡 Special Notes: Credit Card Vendors

    If you make partial payments to credit card vendors (set up as vendors), follow the same Vendor Quick Check method:

    • Be sure to select the “Special Account” assigned to the credit card vendor.

    • Use the specific Credit Card Liability GL account you've designated.

Need a walkthrough?
There’s a helpful training video available on our website:
Training Tab > Accounts Payable Category > Vendor Quick Check




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