New Vendor Process

TOOLS AND SETTINGS > New Interpreter

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All data that is keyed into SI will automatically be transferred into Quickbooks - this includes daily edits, revisions, updates

Rates and Invoices (on-site and remote)

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Travel Rates | Mileage 

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Modifiers

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Vendor Tags & Appointment Qualification Tags (Q-TAGS)

Vendor Tags:

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Appointment Qualification Tags (Q-Tags):

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Note: Federal Interpreter's need to also be selected as Court if in CA also include Admin tags. Education Interpreter's that are also Court if in CA also need to include Court, Admin

Skills

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Exclusion List

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Vendor Notes

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Updating General & Tax ID

General 

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Profile Tax ID Password

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