Finance users can add a supplier in the Finance area of the Invoicing module. Suppliers can be added individually, or you have the option to import your suppliers.
Note: If you need to assign your suppliers to an invoice policy and/or approval flow, these must be created beforehand.
To add your suppliers, follow the steps below:
1. In the Invoicing module, go to Finance > Suppliers.
2. Click the Add button and select New Supplier from the drop-down.
3. On the pop-up window, enter the supplier details in each field as required.
Name - enter the supplier's name.
Reference - enter the supplier's reference. This would typically match to the supplier's reference from your accounting package.
Payment Method - select how you pay the supplier's invoices.
Payment Terms (days) - enter the number of days you have to pay invoices for the supplier.
VAT Number - enter the supplier's VAT number.
Invoice Policy - select the policy that applies to the supplier.
Approval Flow - select the approval flow that applies to the supplier.
Account Number / IBAN - enter the supplier's bank account number or IBAN.
Sort Code - enter the supplier's sort code.
Active - the 'Active' checkbox will be ticked by default. Untick this option if you need to create a supplier that is inactive.
Note: Invoices can only be raised against active suppliers.
4. Click Create.