New Vendor Process

TOOLS AND SETTINGS > New Interpreter

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)

Travel Rates | Mileage

Modifiers

Vendor Tags & Appointment Qualification Tags (Q-TAGS)

Vendor Tags:

Appointment Qualification Tags (Q-Tags):

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

Exclusion List

Vendor Notes

Updating General & Tax ID

General

Profile Tax ID Password