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Typically when you process an employee business expense, the reimbursement is made payable directly to the employee. In MarketingPilot, checks are make payable to the contact “Company” rather than the contact’s first and last name. As such, to write or print a check directly to an employee you must first create a Vendor account for each employee. Note that this is in addition to the employee’s MarketingPilot user contact record.
Step 1: Create a Vendor account for the employee.
Adding a new Contact
Enter employee's name in Company field and choose Role
Select Vendor group
Step 2: Create an Expense using the Employee’s vendor record as the Vendor.
Choose the newly added Employee record as the Vendor
Step 3: Process Accounts Payable.
Step 4: Print the Check. The employee’s name will appear as the Pay To.
Good to Know: An option is to have the employee create a Purchase Order. As a point of managerial review, either the employee’s manager or Accounting can then review the Purchase Order prior to converting it to an expense.