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Note: Before updating a vendor name, make sure you have attached a new W9 for the vendor. If the vendor is an employee, no forms are required.
1. In the Tyler Menu Navigate to the Payment Entry Program:
Financials >Accounts Payable >Vendor Processing >Vendors
2. Click on Search in the MUNIS ribbon.
3. Search by Vendor number or name.
4. When searching by name, enter the name as follows, *name*. This will provide a more comprehensive search.
5. Once desired Vendor has been found, click on Update.
a. Leave the effective date as the date you are entering the information.
b. Add a “Reason for Change” [likely Update vendor name]. Click on Accept.
6. Update all fields with new or changing information.
7. Click Accept in the Munis ribbon.
IMPORTANT: When Accept is clicked the changes you made WILL NOT immediately appear! These are entered into a change set to be reviewed by the Finance Department.
8. Attach supporting documents (required) using the Paper clip in the Munis ribbon.
9. After attaching all documents, click Release in the Munis Ribbon.