Sage 50 CA - Onboard vendors for Imported Payment Workflow

Sage 50 Canada utilizes the Imported Payment Workflow in Quadient AP's Payments module, which you can find out more about here. To learn more about the Payments module, please reach out to your Customer Success Manager.

Enable vendors in Sage 50 Canada for Imported Payment Workflow

Set up an additional information field for vendors

In Sage 50 Canada, navigate to Setup - Settings - Vendors & Purchases - Names. Enter 'Beanpay' in Field 5, and click OK.

Add the additional field to vendors

Select Vendors & Purchase from the side panel. Click Vendor, and select Modify Vendor from the dropdown menu. 

In the popup menu, select a vendor. In the Additional Info tab, enter 'Beanpay' in the Beanpay field, and make sure to select the 'display the information when the vendor is selected in a transaction' checkbox. 

In the Direct deposit tab, enter dummy banking details for the vendor. These dummy banking details are required so that the direct deposit payment method option can be selected in a later step. Please note this information is not stored by Quadient AP.

Press Save and Close in the bottom right corner to save the changes made to the vendor.