Suppliers

💡These articles explain supplier records, invoices, debit notes and payments, the supplier age analysis and the supplier ledger.

Articles#

• Supplier Age Analysis: Describes the Supplier Age Analysis for managing creditors, with its user and general settings and the buttons, data filters and fields of its list view.
• Supplier Age Analysis Setup Tutorials: Shows how to customise the Supplier Age Analysis by adding transactions to the WIP column and including additional invoices and debit notes.
• Supplier Age Analysis Tutorial: Shows how to view the Supplier Age Analysis, output supplier remittance advices and use its context menu.
• Supplier Debit Notes Tutorial: Describes the inventory and expense supplier debit note types and shows how to create each one, manually or by copying a supplier invoice.
• Supplier Invoices Tutorial: Describes the supplier invoice types and shows how to create a supplier invoice with Copy Rules or manually.
• Supplier Ledger Tutorial: Shows how to view supplier accounts and transactions in the ledger and manually create discounts, payments, refunds and overpayments.
• Supplier Payments Module (SPM): Describes the Supplier Payments module, including multi-currency and batch export for online banking, with its settings, list view and edit view.
• Supplier Payments Setup Tutorials: Shows how to set up Supplier Payments: payment Transaction Types, discounts, status defaults, overpayment clearing, forex gains and losses, user access and checklists.
• Supplier Payments Tutorial: Shows how to create, approve and post supplier payments through the module or the ledger, record currency-mismatched payments and fix warnings.
• Suppliers Reference: Describes the Suppliers settings, list view and edit view buttons, filters and fields, plus supplier categories, regions, positions and groups.