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Click the cog
on the top right of the page and select ‘Company Settings’ from the list.
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Select ‘Suppliers’ from the menu on the left of the page.
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Click ‘ADD NEW SUPPLIER’ on the bottom right of the page.
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Fill in the supplier’s details as outlined below (not all fields are required).
| Item | Description | Case Sensitive? |
|---|---|---|
|
Name Code* |
Your suppliers’ name Your suppliers’ code as it appears in your accounts package |
No Yes |
|
AP-Code* PO System Code** |
Your suppliers’ code as it appears in your accounts package 3rd party PO system supplier code |
Yes Yes |
| Email Address | Your suppliers’ email address | No |
|
Contact Name Telephone |
Name of contact Supplier phone number |
No No |
| Currency | The currency your supplier bills you in | No |
|
Invoice Due Date Address |
When payment to your supplier is due Your supplier's address |
No No |
| Has this supplier been created in your accounts package? |
Is this an active supplier in your accounts package? If yes, be sure to switch on. If no, leave it off until you have created the supplier in your accounts package. See How-to Edit Your Supplier to turn it on later |
No |
| American Dates? | Does this supplier use the American date format of MM/DD/YYYY? If yes, switch on. If no, leave it off | No |
*Note – These fields are case sensitive. Please type them exactly as they appear in your accounts package, or your uploaded documents may fail to import.
**Note - If using a 3rd party PO system, this field is to be populated with the supplier code from your PO system NOT the supplier code from your accounts package.
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Click ‘ADD SUPPLIER’.
