To enter insurance on a Vendor:

1. In Accounts Payable, from the Setup menu, select Vendors.
2. Select the vendor.
3. Press the ENTER key or TAB key on the keyboard.
4. Click the right-arrow button that is positioned to the right of the vendor tabs until you see the Insurance/Compliance tab.
5. Select the Insurance/Compliance tab.
6. Click Insurance Certificates.
7. Enter the insurance information for the appropriate insurance types.
   • Refer to the following Sage Knowledgebase articles for more information:
     • Are there more vendor insurance types available besides General Liability, Umbrella, Auto, and Workers Comp?
     • Can I stop a vendor from being paid when the insurance is expired in Accounts Payable?
     • DocLink: Check boxes for insurance on the commitment or vendor record do not stay checked
     • DocLink: Is there a report that will show me the status of vendor insurance expirations?
     • How can I quickly view vendor insurance information in Accounts Payable?
     • Date field issues in the Vendor Insurance/Compliance tab
     • DocLink: What does the Require per commitment box do in the Vendor Insurance/Compliance setup?
     • What is the difference between the Required per commitment, Proof required, and Override boxes in Vendor Insurance/Compliance setup in Accounts Payable?
     • DocLink: What reports will show my vendors' insurance information?