How-to Add More Than One Nominal Ledger Code to Your Supplier
If you have a supplier where you need to split the charges on their documents across more than one nominal ledger code, you can add more than one nominal ledger code to their supplier rules and set a percentage on each code. See examples below. The total goods value will then be split across the nominal ledg…
How-to Reactivate a Supplier
* Click the cog on the top right of the page and select ‘ Company Settings ’ from the list. * Select ‘ Suppliers ’ from the menu on the left of the page. * Click ‘ Show InActive ’ on the right of the page. * Search for the supplier you want using the Code or Name fields. * To reactiv…
How-to Deactivate a Supplier
* Click the cog on the top right of the page and select ‘ Company Settings ’ from the list. * Select ‘ Suppliers ’ from the menu on the left of the page. * Search for the supplier you want using the Code or Name fields. * To deactivate your supplier, untick the Active checkbox. * Cl…
Archive Documents at Upload
* First, you'll need administrator access to activate the package called " Archive On Upload (Not Uploaded to Your Accounts Package) ." This will allow you to archive documents. * To add the package, go to the " Company Settings " and then navigate to " Package & Add-ons " section. You will find the Archive On Up…
My Purchase Orders Won’t Match My Invoices
If your Purchase Orders won’t match your invoices, be sure to check that you have the correct code in the PO System Code box in your supplier’s rules. For more information on the PO System Code, see How-to Manually Add a Supplier to Your Account .
How-to Edit Your Supplier
* Click the cog on the top right of the page and select ‘ Company Settings ’ from the list. * Select ‘ Suppliers ’ from the menu on the left of the page. * Search for the supplier you want using the Code or Name fields. * Click the pencil icon in the ‘ Edit ’ column. * See How-to Manua…
Resolving VAT Error When Uploading Documents
Introduction: If you encounter a VAT error while uploading your documents, it may be due to small rounding differences when calculating the VAT due. Adding a 0% VAT rate to your suppliers rules may correct the rounding issue. Step-by-Step Guide to Resolve the Issue: * Check Supplier's VAT Rules: Review the VAT …
How-to Update Rules on Your Supplier
* Click the cog on the top right of the page and select ‘ Company Settings ’ from the list. * Select ‘ Suppliers ’ from the menu on the left of the page. * Search for the supplier you want using the Code or Name fields. * Click the two crossed arrows in the ‘ Rules ’ column to open the rules fo…
How-to Import Suppliers to Your Account (CSV Import Only)
To import your suppliers to your account, follow these easy steps: * Export your supplier names, codes, and email addresses from your accounts package and make sure the file is in CSV format. * Add column headers for supplier name, supplier code, and supplier email address to the first row of your CSV file. Note: …
How-to Manually Add a Supplier to Your Account
* Click the cog on the top right of the page and select ‘ Company Settings ’ from the list. * Select ‘ Suppliers ’ from the menu on the left of the page. * Click ‘ ADD NEW SUPPLIER ’ on the bottom right of the page. * Fill in the supplier’s details as outlined below (not all fields are requi…
