NetLoan - Set Up Vendor Bill & Items

All vendor bills for loan transactions need to be tagged to the corresponding loan in NetLoan. The vendor bill record can be updated to tag the loan at either the line level or the body of the vendor bill.

STEP BY STEP PROCESS

  • Navigate to the Vendor Bill Form by accessing Customization > Forms > Transaction Forms

                 

  • Select Edit next to the existing customized and preferred vendor Bill you need to edit.
    NOTE: If you are using a locked Vendor Bill record, you can select “Customize” next to the bill, provide it a preferred name and id, and mark it as preferred. 

  • OPTION A: Add a single Loan field to the body of the Vendor Bill(when there is only ONE loan being paid with a single vendor bill)
    1. Select Sublist Fields, within the Main tab scroll down to NetLoan Loan, and mark the box in the Show column
      USER TIP: You will likely want to rename and reorder the location of the NetLoan Loan field on the vendor bill record so that the Vendor Bill Form has a clean layout and all fields are placed in a logical location on the form

  • OPTION B: Add a Loan field to each expense line of the Vendor Bill(when there are MULTIPLE loans that are paid with a single Vendor Bill)
    1. Select Page Fields, select the Expenses tab, scroll down to NetLoan Loan (Line), and mark the box in the Show column
      USER TIP: You will likely want to rename and reorder the column location of the NG Loan (Line) field on the vendor bill record so that the table has a clean layout and all fields are placed in a logical location in the expense table

 

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