Accounts Payable Toolbar

Updated on 29 Apr 2024
Contributors

Print
Dark
Light
PDF

Article summary

Did you find this summary helpful?

Thank you for your feedback

Accounts Payable Toolbar

The Accounts payable module toolbar includes three special-purpose buttons:

Button	Function
New A/P Item	Opens a new, blank A/P item (for example, Admin Voucher/Payment, Admin Debit Memo, or Payment Item). Unlike the New button on the far left-hand side of the toolbar, this button is not context sensitive, and will open a new Item regardless of which kind of record is being viewed. Refer to Creating Administrative Vouchers for more information. Note: You can also create a new A/P item by pressing Ctrl+Alt+A on your keyboard.
New Vendor	Opens a new, blank Vendor record. The Vendor record must be linked to an existing Profile record. Unlike the New button on the far left-hand side of the toolbar, this button is not context sensitive, and will open a new Vendor record regardless of which kind of record is being viewed. Refer to Creating a Vendor Record for more information. Note: You can also create a new Vendor record by pressing Ctrl+Alt+V on your keyboard.
New Profile	Opens a new, blank Profile record for editing. Unlike the New button on the far left-hand side of the toolbar, this button is not context sensitive and will open a new Profile record regardless of which kind of record is being viewed. When the new Profile is saved, a new Vendor record for the Profile will automatically open. Refer to Profile Entry in the Profile Management module for more information.

Button

Function

New A/P Item

Opens a new, blank A/P item (for example, Admin Voucher/Payment, Admin Debit Memo, or Payment Item).

Unlike the New button on the far left-hand side of the toolbar, this button is not context sensitive, and will open a new Item regardless of which kind of record is being viewed.

Refer to Creating Administrative Vouchers for more information.

Note: You can also create a new A/P item by pressing Ctrl+Alt+A on your keyboard.

New Vendor

Opens a new, blank Vendor record. The Vendor record must be linked to an existing Profile record.

Unlike the New button on the far left-hand side of the toolbar, this button is not context sensitive, and will open a new Vendor record regardless of which kind of record is being viewed.

Refer to Creating a Vendor Record for more information.

Note: You can also create a new Vendor record by pressing Ctrl+Alt+V on your keyboard.

New Profile

Opens a new, blank Profile record for editing.

Unlike the New button on the far left-hand side of the toolbar, this button is not context sensitive and will open a new Profile record regardless of which kind of record is being viewed.

When the new Profile is saved, a new Vendor record for the Profile will automatically open.

Refer to Profile Entry in the Profile Management module for more information.

Was this article helpful?

What's Next

Accounts Payable Menus