Need to add payment details for a vendor? No worries, we've got you covered:
Go to Invoice → Select invoice ready to be paid
Select Pay Invoice → Pay Via
Enter ACH details (Glean will pre-populate if found on the invoice)
This information is now saved for the vendor and can be used for all payments
You can also add and edit these details on the vendor view:
Go to Vendor → Select desired vendor
Select Details → Payment Methods
Enter ACH details
This information is now saved for the vendor and can be used for all payments
