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Vendor Credits Preferences

In this help document, you’ll learn the preferences you can configure for the Vendor Credits module in Zoho Spend.

To access the Preferences for the Vendor Credits module:

  • Go to Settings in the top right corner of the page.
    (OR)
  • Click Settings on the left sidebar.
  • Click Vendor Credits under Payables.

Approvals

If your business requires vendor credits to be approved by other employees, you can configure Approvals for the Vendor Credits module in Zoho Spend.

Custom Fields

If your business requires additional fields beyond the pre-defined fields in the Vendor Credits module, you can create them using Custom Fields.

Validation Rules

If you want to set restrictions on creating or updating vendor credits, you can use Validation Rules.

Custom Buttons allows you to perform specific actions to vendor credits when the button is clicked. Custom Links opens an external link. You can create them using a deluge script and execute actions based on the functions you add.

Related Lists allows you to fetch and view data from within the app as well as from other third-party services. This comes in handy when you want to cross-reference data from different entities.

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