Pay your vendors directly from CiiRUS in just a few simple steps:
Set up the vendors ACH or check payment details
Pay the vendor for a recurring transactions or for a work order
Create a bill payment and choose to pay by check or ACH bank transfer.
Set up payment details
Before you can pay your vendors, you need to set up their payment details. This includes their bank account information if you want to pay them via ACH or who to make the check payable to for check payments.
To set this up:
Select the Quick Actions icon from the top navigation bar
Click "View/Add Contact"
From the contacts grid, select the "Gear" icon to open the advanced settings:
Select ACH Settings and enter the bank details:
If you're paying the vendor by check, in the contacts grid, select the "Field Chooser" icon and enable "Payable to" to add this column into the grid. Enter the name that you want to make the check payable to.
Paying maintenance vendors
To create a bill payment to pay vendors that have completed a work order, go to:
Accounting
Process Work Orders
From the grid, you can see scheduled and completed work orders. Use the date filters at the top to enter your desired date range.
Create the bill
To create the bill and pay the vendor, follow these steps:
Ensure the correct amount to vendor is populated against the work order. This should be the amount invoiced by the vendor.
Select the work order(s) using the checkbox in the first column
Click "Pay Vendor"
From the popup window,
Specify the vendor that you want to pay
Enter the bill amount. This is the amount that the vendor has invoiced and should match the total amount for the selected work orders.
The system will calculate the total amount of the selected work orders by adding up the Amount to Vendor price for each work order. If there is a difference, check the amounts in the grid to make sure they are accurate and match the bill amount.
Click "Ok" to create the bill.
The system will generate a new bill payment for the selected vendor To view the bill, click yes.
Proceed to add any other details you'd like to include for the bill. Click here to read the Bill Payments article.
Like with a normal bill payment, you can choose to pay the vendor by check or ACH bank transfer. The only difference with this bill is that it won't be sent to the Owner Account.
Paying vendors for recurring transactions
You can also pay bills for vendors on recurring transactions for things like monthly pest control, monthly lawn care, pool cleaning, etc.
You should already have your recurring transactions set up, but if not, click here to learn more about settings these up.
To generate a bill for the vendors, all you need to do is:
Make sure the vendor is enabled as a vendor in the contacts list
Enter the Vendor Bill Amount against each recurring transaction that you want to create a vendor bill for
