A: Calculus provides a feature that allows you to transfer foreign nationals, entities, or independent contractors from one list to another.
User to Individual Vendor
To move a User to the Individual Vendors list, go to 'All accounts' on the left menu where the user is currently registered. Find and select the account, then in the ‘Actions’ panel, choose the option 'Move to Individual Vendors'.
Moving from Individual Vendor to User or Vendor
You can also move accounts from the Individual Vendors list back to the User or to the Entity Vendors list. This process is similar to moving from User to Individual Vendors list, with the added option to move to Entity Vendors list as shown in the screenshot.
Moving from Entity Vendor to Individual Vendor
Just like with the other two, you can recreate this one from the Actions tab. Additionally, there’s an automated process that moves vendors from entity to individual vendors. When you register an individual vendor as an entity, the system might automatically shift them to the Individual Vendors list depending on their questionnaire answers, if it identifies the vendor as an Individual rather than an entity.
Note: If you are not sure whether vendor is entity or individual you can register an entity vendor and the system will determine if it needs to be moved to Individual Vendors list.
Important: In case you need to move a user to entity vendor, you should move it first to Individual Vendors list and then to move it to Entity Vendors list.
Note: When you transfer vendors from the Individual Vendors list to the Entity Vendors list or opposite, please be aware that a warning message will appear. This message serves as an alert that once the vendor is moved, all previously entered information and documents associated with that vendor in the system will no longer be accessible. The reason for this is that the system requires different sets of questions and documentation for individual vendors compared to entity vendors. Therefore, the data collected for an individual vendor does not carry over to the entity vendor profile (and vice versa), and you will need to provide the relevant details and documents specific to the entity or individual vendor category after the transfer.