Audience: Accounting Manager
Summary: Explains how to modify vendor information on an invoice.
How to change the vendor in Classic View
1. Open the invoice.
2. Click Edit Vendor.
3. Click Continue Editing.
4. Delete the existing vendor name and begin typing the new vendor’s name until it appears as a selectable option.
- Only vendors with a Vendor Profile in MineralTree will populate.
- If the vendor does not appear, ensure it exists in your accounting system. If not, add it there, and it will sync to MineralTree during the next cycle.
5. Press Save.
How to change the vendor in New View
1. Open the invoice.
2. Click Change Vendor by selecting the three dots next to the vendor’s name in the top-left corner of the page.
3. Begin typing the new vendor’s name until it appears as a selectable option.
- Only vendors with a Vendor Profile in MineralTree will populate.
- If the vendor does not appear, make sure it exists in your accounting system. If not, add the vendor there, and it will sync to MineralTree during the next cycle.
4. Press Proceed.