Create and Manage Suppliers
Overview A supplier must be created as an entity in the directory and then it can be converted into a supplier record. TABLE OF CONTENTS Overview Create a Supplier Placing Supplier on Hol...
Suppliers & Purchases
6 articles
Recording a Purchase
TABLE OF CONTENTS How to create a Purchase AI Invoice Scanning How to create a Purchase Order Changing a Purchase Order to a Purchase Overview A Purchase is an invoice from a sup...
Recording a Supplier Credit Note
Overview When a Supplier Credit Note has been received it can be created and applied to current or future creditor invoices for that supplier. TABLE OF CONTENTS Overview How to create a S...
Paying Purchases
Overview Once a purchase has been recorded it will display a status of 'Open' on the Purchases screen, indicating the purchase is yet to be processed for payment included in a payment run. Cr...
Supplier Verification
Overview A supplier verification step will segregate the duties of recording data and verifying financial information such as supplier banking details between Support Staff and the accounting te...
How to Unfinalise a Purchase
TABLE OF CONTENTS Guide Overview How to unfinalise a Purchase Invoice Guide Overview This will show you how to unfinalise an invoice that is no longer needed. How to unfinalise a ...