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 an 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. In the pop-up window, enter the supplier details as required.
Name - Enter the supplier's name.
Reference - Enter the supplier's reference. This would typically match to the supplier's reference in your accounting package.
Payment Method - Select how the supplier's invoices are paid.
Payment Terms (days) - Enter the number of days you have to pay the supplier's invoices.
VAT Number - Enter the supplier's VAT number.
Invoice Policy - If an invoice policy has been set as the default, this field will be automatically pre-populated. You can change this by selecting 'None' or choosing another policy from the drop-down.
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 - This checkbox is selected by default. Untick it if you need to create a supplier that is inactive.
Note: Invoices can only be raised against active suppliers.
4. Click Create.