How to Make a Vendor Payment on the Kodo Dashboard
This tutorial outlines the process of creating a new vendor payment using the Kodo Dashboard.
Step 1: Start by logging into the Kodo Admin Dashboard with your credentials. Locate and click on the New Payment icon at the top right corner of the dashboard.
Step 2: Next, click on Pay Vendors. From the dropdown menu, select New Payment to start a transaction.
Adding Vendor Details
Step 1: It's time to add the vendor details. If a contact for the vendor already exists on Kodo, it'll appear in the dropdown menu. If not, click on Add to input the vendor details.
Selecting a Payee and Adding Transaction Details
Step 1: After choosing a Payee, fill in the other necessary transaction details.
Step 2: With all the details in place, select the Checker.
Understanding the M-C-A Flow
It's important to note that a Maker in the Maker-Checker-Approver (M-C-A) Flow can't bypass the Checker and Approver Flow due to access restrictions. Similarly, a Checker can't supersede the Approver Flow. However, an Approver has full access to the Company Account and can bypass both the Maker and Checker Flow.
Finally, click on Send for Review.
Following this guide ensures a smooth vendor payment process on the Kodo Dashboard. Remember to input the vendor details accurately and adhere to the appropriate approval flows for successful transactions. For any issues or queries, refer to the support documentation or contact the support team.
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