Vendors can be added for both A/P and Trust vouchers, and the system offers robust options for creating, editing, deactivating, and searching vendor records. In addition, instructions for managing temporary vendors are provided, including on-the-fly creation for ad hoc payments.
This article covers the following:
Vendors may be added to the Juris system to allow for easy payment of invoices that are received by the firm. Vendors are entered for both A/P and Trust vouchers.
You can define the size and type of code used for vendors in "Define Fields." When defined as numeric, a value may contain numbers only (no letters or symbols), the vendor numbers have leading zeros to complete the length of the number, when necessary. For example, if the vendor code box is defined to have 5 characters and the code entered is 15, that code is shown as 00015.
Firm vendor
One Vendor, representing the ‘Firm’ is maintained automatically by the system for use with Trust transactions. The Firm vendor may not be deleted. The vendor code for this vendor is ‘FIRM’ if the Vendor option has been defined as alphanumeric, or ‘1’ if it has been defined as numeric (see Define fields for details).
Temporary vendor
Temporary vendors may be used to enter a payment on-the-fly for a vendor that is not already in the Vendor table. Both Vouchers and Quick Checks may be entered for temporary vendors, but temporary vendors are not individually set up and maintained in the Vendor table as separate entities. Instead, a substitute called the Master Temporary Vendor has been added to the system and is used for these on-the-fly transactions.
1099's cannot be generated for temporary vendors, so the temporary vendor option should not be used for any vendor requiring a 1099.