Vendor Setup

The vendor setup page is used to:

1. Match an "employee" vendor with an employee to allow sending expense reports to QuickBooks as a vendor bill.

•In QuickBooks create a vendor for each employee that will be entering expenses in eFAACT Central.

QuickBooks Desktop allows customization of which vendors are imported by assigning the vendor type of eF_expense)

•Run a sync list to bring over new vendor record.

•In eFAACT Central-Vendor Setup-link the employee to the QB vendor record by selecting the employee in the expense user drop down for the matching QB vendor.

2. Grant a consultant access to enter time and expenses in eFAACT Central.

•The "is consultant" indicates they are a QuickBooks vendor that is assigned user credentials in eFAACT Central-all users.

QuickBooks Desktop allows customization of which vendors are imported by assigning the vendor type of eF_timecard or eF_expense)

•Checking consultant user time allows that consultant access to enter time in eFAACT Central.

•Checking the expense entry for the consultant allows the consultant to enter expenses in eFAACT Central.