Supplier Payments - Setup Tutorials

Overview#

💡These tutorials explain how to set up QuickEasy BOS Professional to handle Supplier Payments.

How to Integrate/Separate Supplier Payments from the Ledger#

1. Navigate to Accounting Default Settings (Main Menu > Setup > Settings & Defaults > Settings tab).
2. Click the arrow in the Value column next to Create Supplier Payments in the Ledger and select an option from the dropdown list.
   • No: Supplier Payments are only created in the Supplier Payments module.
   • Yes: Supplier Payments can be created directly in the Ledger.

How to Set Up User Permissions for Supplier Payments#

1. Navigate to User Settings (Main Menu > Office > My Organisation > Double-click to open a Staff file > Settings (tab)).
2. Accounting: Supplier Payments - Access Allowed = Select an option. The options are None, User and Supervisor.
   • Note: Supervisor rights are required to change the status to Completed, Approve Payments, Post to Ledger and Delete Supplier Payments.
3. Setups: Suppliers - Access Allowed = Select an option. The options are Yes or No.