You can create Vendor payment details in ApprovalMax in two ways:
Under Workflows and settings → Vendor payment details
While creating a Batch Payment request
These details define where payments for a specific Vendor should be sent.
Please note: It is important to grant user permissions to allow access to the Vendor Details section.
Create Vendor payment details from Workflows and settings
Find your Organisation and open the Vendor Details page under Workflows and settings.
Select the Vendor, then click the +Add Payment Details button.
Enter the required values in the New Payment Details pop-up window.
Tick the checkbox labelled "Set as default" to automatically apply these payment details in Batch Payments for this vendor.
Click on SAVE.
Create Vendor Payment details from a Batch Payment request
Start a new Batch payment request.
Click on the Payment Details field and select +Add payment details.
Enter the required values in the New Payment Details window.
Tick the checkbox for Set as Default, if you want these payment details to be automatically applied in Batch Payments to this Vendor.
Click on SAVE.
What if I already have financial details for this Vendor in QuickBooks Online?
Due to QuickBooks Online API limitations, ApprovalMax cannot sync vendor payment details from QuickBooks Online.
Even if payment details already exist for a vendor in QuickBooks Online, you'll need to create them manually in ApprovalMax.
Please note: Changes made to vendor payment details in QuickBooks Online are not automatically reflected in ApprovalMax. If vendor payment details change, you'll need to update them manually in ApprovalMax as well.