How to create an employee vendor account
An employee vendor account is required to be created, and linked to a staff member, in order to reimburse them for expenses. This should be done as part of the new user onboarding process.
Create the Employee Vendor Account
- Search for the staff member's contact record and select it
- Under 'PSA Resource Details' edit 'Expense Reimbursement Account' and select 'New Account'
- Select "Employee" as the account record type
- Fill in the following key fields:
- Name the new account "Firstname Lastname - Vendor"
- Input VAT/Tax Code should be "AU-I-GST"
- Bank Account Name
- Bank Sort Code
- Bank Account Number
- Payment Method set to 'Electronic'
- Select 'Save' to create the Account
- Select 'Save' to save the staff member's record, and associate the vendor account
Create the Credit Terms
- After creating the Employee Vendor Account above, click on 'Account Credit Terms' in the 'Related List Quick Links' section
- Click 'New' in the top-right corner
- Fill in the following key fields:
- Name = "Firstname Lastname - Account Credit Terms"
- Base Date 1 = End of Next Month
- Days Offset 1 = 20
- Click Save