Has a vendor contact already been created in the system, but there is information that needs to be changed or added? Following this article will help you get that information changed or added.
How To Edit Name, Website URL, Default Charge Account, Vendor Type, Discount Percent
From the dashboard view of Rentvine, click on Contacts on the left-hand side
From the dropdown, click on Vendors
On the next screen, enter the Vendor in the search field
From the results, click the Vendor that you would like to change.
In the Details section, click the Edit Icon.
Modify the necessary field
Click the Save button
How To Edit/Add New Email
From the dashboard view of Rentvine, click on Contacts on the left-hand side
From the dropdown, click on Vendors
On the next screen, enter the Vendor in the search field
From the results, click the Vendor that you would like to change.
To Edit an Email:
In the EMAIL section, click the ellipsis button on the right and select Edit
Enter the email address
Click toggle options if you would like to get notifications
Click the Save Button
To Add a New Email:
In the EMAIL section, Click the New Email Button
Enter the New Email address
Click toggle options if you would like to get notifications
Click the Save Button
How To Edit/Add Phone Number
From the dashboard view of Rentvine, click on Contacts on the left-hand side
From the dropdown, click on Vendors
On the next screen, enter the Vendor in the search field
From the results, click the Vendor that you would like to change
To Edit a Phone Number:
In the Phone section, click the ellipsis button on the right and select Edit.
Enter the Phone Number
Choose the Phone Type(Optional)
Enter the Description(Optional)
Click the Save Button
To Add A New Number:
In the Phone section, click the New Number button
Choose the Phone Type (Optional)
Enter the Description (Optional)
Click the Save Button
How To Edit 1099 Tax Information
From the dashboard view of Rentvine, click on Contacts on the left-hand side
From the dropdown, click on Vendors
On the next screen, enter the Vendor in the search field
From the results, click the Vendor that you would like to change.
In the Tax Information section, click the Edit Icon.
Enter the Tax Payer Name
Enter the Tax Identification Type
Enter the Employer Identification Number (Name varies with Tax ID Type)
Select the Form Type (1099 or None)
Click the Update Button
How To Edit Payment Information
From the dashboard view of Rentvine, click on Contacts on the left-hand side
From the dropdown, click on Vendors
On the next screen, enter the Vendor in the search field
From the results, click the Vendor that you would like to change
In the Payment Information section, click the Edit Button
From the dropdown option, select the payment information
For Check
Click the toggle button if you would like to Hold Payments
Click the toggle button if you would like to Prevent Consolidated Payments
Click the Update button at the bottom
For ECheck
Click the toggle button if you would like to Hold Payments
Select ECheck
Click the toggle button if you would like to Prevent Consolidated Payments
Enter the Account Number
Enter the Routing Number
Select the Account Type
Click the Update Button at the bottom
For NACHA (ACH)
Click the toggle button if you would like to Hold Payments
Select ACH
Click the toggle button if you would like to Prevent Consolidated Payments
Enter the Account Number
Enter the Routing Number
Select the Account Type
Click the toggle button if you would like to use ACH Corporate Account
Click the Update Button
How To Edit Insurance Information
From the dashboard view of Rentvine, click on Contacts on the left-hand side
From the dropdown, click on Vendors
On the next screen, enter the Vendor in the search field
From the results, click the Vendor that you would like to change.
In the Insurance Information section, click the Edit Button.
Enter the information for the insurance
Click the Save button
How To Add Vendor Maintenance Categories
From the dashboard view of Rentvine, click on Contacts on the left-hand side
From the dropdown, click on Vendors
On the next screen, enter the Vendor in the search field
From the results, click the Vendor that you would like to change.
In the Maintenance Categories section, click the Edit icon.
Select the Vendor Trade from the dropdown list
Click the Add Vendor Trade button
How to Edit Tax Adjustments
From the dashboard view of Rentvine, click on Contacts on the left-hand side
From the dropdown, click on Vendors
On the next screen, enter the Vendor in the search field
From the results, click the Vendor that you would like to change
In the Tax Adjustments section, click the ellipsis button on the right and select Edit.
Enter the Amount
Enter/Select the Date
Enter the Description
Click the Save button
Click the "Add Tax Adjustment" button in the top right of this box in order to add a new adjustment.
Invitations
From the dashboard view of Rentvine, click on Contacts on the left-hand side
From the dropdown, click on Vendors
On the next screen, enter the Vendor in the search field
From the results, click the Vendor that you would like to change
In the Invitations section, click the Send Invitation button
Enter the email address
Click the Invite button