Suppliers

💡These articles explain supplier records, settings and categories, the supplier age analysis and ledger, Supplier Payments and supplier user permissions.

Articles#

• Creating and Editing Suppliers Tutorial: Shows how to create and edit supplier records and job positions.
• Supplier Age Analysis: Lists the settings, buttons, filters and fields for managing outstanding supplier balances.
• Supplier Age Analysis Tutorial: Shows how to email statements to suppliers from the Supplier Age Analysis.
• Supplier Categories Tutorial: Shows how to create and edit Supplier Categories.
• Supplier Ledger Tutorial: Shows how to view supplier accounts in the ledger and create payments, refunds, overpayments and discounts.
• Supplier Payments: Lists the Supplier Payments settings, buttons, fields and warnings in the list and edit views.
• Supplier Payments Setup Tutorials: Shows how to link Supplier Payments to the ledger and set up user permissions for them.
• Supplier Payments Tutorial: Shows how to create, approve, post and allocate Supplier Payments.
• Supplier Settings & Categories: Lists the supplier user settings and shows how to create and edit Supplier Categories.
• Supplier User Permissions Setup Tutorials: Shows how to give users access to supplier records, invoices, debit notes and payments.
• Suppliers Edit View: Describes the header, tabs, buttons and fields on a supplier record.
• Suppliers List View: Lists the buttons, filters and fields in the list of suppliers.