How to edit or delete your existing vendors

How to edit or delete your existing vendors

What is covered in here

  1. What is a Vendor
  2. How to edit a Vendor
  3. How to delete a Vendor

What is a Vendor

A Vendor or payee is a third party to whom you intend to transfer funds. This can be a business entity or organization, or an individual, such as an employee.  For your convenience, we have a list of pre-approved common vendors to select from, and you may add any additional vendors you wish to pay to your approved vendor list, as described in this section.

 


How to Modify / Edit a Vendor

You can update any of your vendors right from your Abaca Online Banking portal.

  1. Login into your account on Abaca Online Banking
  2. Go to the Vendors tab in the left-hand menu
  3. Find the vendor you are looking to modify.
    1. For quicker access, you can search directly through all of your vendors

 

4. Click on the button: Actions and then click Edit

 

5.Locate the information you are looking to modify and update accordingly.

 

6. After you updated the desired information, scroll to the bottom and click Update.

 

7. Your vendor has been successfully updated!

According to FinCen Guidance, any change, such as address, contact, or banking information will entail a brief review process, moving your Vendor out of the Approved status. This review process is typically done the same day by your Account Specialist. The Vendor will be taken off the 'vendor dropdown' for BillPays until they are approved 


 

How to Delete a Vendor

You can delete any of your vendors right from your Abaca Online Banking portal.

  1. Login into your account on Abaca Online Banking
  2. Go to the Vendors tab in the left-hand menu
  3. Find the vendor you are looking to delete
    1. For quicker access, you can search directly through all of your vendors

 

4. Click on the button: Actions and then click Delete

 

5. A pop-up will appear and you will need to confirm your selection. Click Confirm

6. Your vendor has been successfully deleted from your vendor list.