Vendor Quick Check

Vendor Quick Check

From time to time you might have to give a vendor a check before you can enter the restock ticket for the part or sublet purchase.  For this you would create what we call a “Vendor Quick Check”.  This will put a credit on their Vendor Account in MaxxTraxx to be used to pay that vendor invoice.

You need to make sure you have the Vendor set up as an ‘Accounts Payable Vendor”.  (If you know you already have them set up as a vendor, skip the next part.)

Click on “Vendors” at the top of the tool bar.  “Accounts Payable Vendor List”, search for the Vendor, if not there click the add button at the bottom left and enter the Vendor information.  
Click on the “Write Check” icon.
Check the box “Show Vendors” if it isn’t checked.
Choose your Vendor .  Make sure the “Type” shows “Vendor” at the bottom then click select.

This will bring up the check and you would enter the information as you would other checks.   When you click on the “Add Disbursement” button this is where you would select GL account 20000 or if not using MaxxTraxx GL Accounts select your Account Payable you’ve set up.  If you are not sure what account the Vendor uses, you can find this in their Vendor Record (Vendor, Accounts Payable Vendor List, edit, click the “account” blue link on the left, and at the bottom of the page “A/P Account” if it has anything other than the default account it will show in the “Use Special Account” box.)  To find the default Accounts Payable account go to:  Setups / Accounting and Payroll / Default Account Posting / Click on the Account Payable Category/ Default A/P Liability Account.

If you do partial payments on your credit cards and have them set up as a Vendor, you would use the Vendor Quick Check method for these partial payments.  You would need to make sure you have the “Special Account” for the Credit Card Vendor selected and use the credit card liability account you have assigned for them for your disbursement account.

There is also a training video on our website for Vendor Quick Check under the training tab/Accounts Payable Category or click this link: https://www.youtube.com/embed/P3wtC23Z8-Y?vq=hd720




    • Related Articles

    • How to Find Vendor History

      Click on Vendors Select Accounts Payable Vendor List Double click on the Vendor from the list Click the Options button on the left Select View A/P Transactions Use the Show drop down box to select the time frame to view. It defaults to Open Invoices ...

    • How to Write a Check

      1) Select Quick Picks or Banking on the top of your screen and then select Write Checks 2) Select who the check is to be written to Note: You can choose to show vendors, customers, employees, or other names you have written checks to before. You ...

    • Invoice posted to the wrong vendor

      Once a vendor invoice is posted to AP, it cannot be voided. If the invoice was posted to the wrong vendor the charges will have to be reversed by issuing a return credit to the vendor.  The first step is to enter the original invoice and assign it to ...

    • How to Set up and Use the "Customer as a Vendor" (Barter) Feature

      ​​​​It sometimes occurs that you purchase parts or service from a business that also uses you to repair his or her vehicles or that purchases parts from you. If both parties agree, the charges for the repairs can act as part of the payment for the ...

    • Miscellaneous Check Refunds

      How to enter a check for miscellaneous credit into MaxxTraxx to account for it when closing the Cash Drawer Non-invoice Cash In  Navigate to your cash drawer and select it Choose the account you would like to add the credit to If the account that you ...