Updating Supplier Information in Accounts Payable

Updated on June 14, 2024

The W-9, FID, and Tax Classification for a supplier can be updated in the Suppliers tab of Accounts Payable.

In Suppliers locate the supplier in the table by completing a search using the filter list:


After the correct supplier is located, click on the hyperlink/name for the supplier:


The Supplier Detail window appears. Locate the area for Form W-9, FID, and Tax Classification:


If the W-9, FID, or Tax Classification needs to be updated for the supplier, uncheck the box next to Use Prendio Default:


The areas for W-9, FID, and Tax Classification areas are available for adjustments. A new W-9 can be attached if needed:


After the updates have been made, Save on the Supplier Detail window:


A message will briefly appear at the top of the window indicating the changes have been saved:


Users can exit out of the Supplier Detail window and return to the Suppliers tab.