How do I add a default activity code to a vendor?
Link a vendor to a default activity code. An activity code is set up in the Connect General Ledger application to track transactions. When you link a vendor to an activity code, the transactions that are tied to the vendor will also be linked to the activity code. When you use activity reporting, you will be able to review every transaction from any Connect application that uses an activity code.
Before you get started
-
Set up an activity in the General Ledger application. This needs to be done before you can link the activity code to a vendor record. More
Adding a default activity code to a vendor
1. Open Connect Accounts Payable > Vendors > Modify Existing Vendors.
2. Click to select the Entry Defaults tab.
3. Use the GL Activity box to enter an activity code.
Modify Existing Vendors, GL activity box
4. Click Save (CTRL+S).
Viewing activity linked to vendor
When you're in Vendor Inquiry, to to the Entry Defaults tab to look up the activity code that's assigned to the vendor.
Vendor Inquiry, Entry Defaults tab
Copyright © 2025 Caselle, Incorporated. All rights reserved.
Related Articles
How do I add a new vendor?
A vendor is an individual, entity, or organization that will fill the purchase order. You can use Setup New Vendor or Modify Existing Vendors to set up a new vendor record, make changes to an existing vendor record, or delete a vendor record. You ...How do I add a default bank to a vendor?
Add a bank that's saved in the bank table to a vendor record. When you enter an invoice in Connect or Connect Online, filling in the vendor name or number will also display the bank that is saved in the vendor record. That means when the bank ...How do I add the vendor default terms to the purchase order form? (2025.02)
Issue I want to add the vendor default terms to the purchase order form. But there isn't a vendor default terms variable. How do I do this? Explanation In accounts payable, vendor default terms refer to the standard payment terms established between ...How do I add a GL activity to a pay code? (Employee portion)
Link the employee portion of a pay code to a GL activity code to track and report the pay code amount. In version 2020.11 or earlier, linking a GL activity to a pay code meant adding by hand the GL activity code to a specific transaction. In version ...How do I set up a split distribution as an entry default for a vendor? (2025.11)
Setting up a split distribution as an entry default for a vendor may be useful when the vendor's invoices are routinely charged to multiple accounts, departments, or funds in consistent proportions. Example Suppose your cleaning service vendor always ...