NetLease Set Up Vendor Bill & Items

Overview

All vendor bills for lease transactions need to be tagged to the corresponding lease in NetLease. 

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. 

  • Select Screen Fields, select the Expenses tab, scroll down to NetLease Lease, and mark the box in the Show column
    USER TIP: You will likely want to rename and reorder the column location of the NetLease Lease field on the vendor bill record so that the table has a clean layout and placed in a logical location in the expense table

  • If you use Items, this column can be added to the Item Sublist by selecting Sublist Fields, scroll down to NetLease Lease, and mark the box in the Show column

Vendor Bill

  • Navigate to the vendor bill and you will be able to see that NetLease Lease field is now visible. When creating the vendor bill make sure to select the lease payable clearing account and then select the specific lease. Once you save and approve the bill it will then show up in the lease payable reconciliation that is done every month.


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