Operations AR - Vendor Internal Comments

1. Click  "AR/AP"

   To view and leave internal comments on "Vendors", click on the "AR/AP" section in the Operations Portal.

   

2. Click "Vendors"

   Then, click the "Vendors". In order to access and update "Vendors" you will need to be set up as an "administrator" or "superuser", or have the permissions of "vendorView" and "vendorEdit".

   

3. Click more details icon

   Click the more details icon on a vendor that you would like to view.

   

4. Click "Internal Comments"

   Click the "Internal Comments" tab at the top.

   

5. Enter in the comment

   Click into the field and type to add a comment.

   

6. Click the "Add" button

   Then, click the "Add" button to save the comment.

   

7. The comment will then appear

   Each new comment will appear on this page. This comment is only viewable internally.