Suppliers

Entering a supplier invoice

How to enter an invoice received from a supplier which is to be paid by a landlord or tenant

Reviewing & posting supplier invoices

How to post a supplier invoice to accounts - the final step when checking that supplier invoices have been entered correctly

Instructions panel on supplier invoice shows landlord, property & invoicing works order notes

Landlord, property and invoicing works order notes can be viewed on a works order supplier invoice

View contractor bank details from supplier invoice

Contractor bank details can be viewed from the supplier invoice - hovering over the contractor details on the invoice will display the contractor’s bank name and location, plus the last 4 digits of the account number

Supplier invoice document preview option

Uploaded supplier invoice document(s) can be previewed when viewing a supplier invoice

Reprint a supplier remittance

How to reprint a supplier remittance

Refund/repay funds held against a supplier or company

If there are funds on the supplier or company record that need to be repaid, a supplier repayment can be created

Supplier debt report

The Query Transactions function allows a supplier debt report can be generated, providing a view of the live balance of outstanding invoices which are yet to be paid

How to tell if a supplier invoice has been paid

A supplier's company record should be used to identify if a supplier invoice has been paid

Invoice grid updates (12.168)

When viewing invoices via a grid, enhanced grid functionality is available, as seen throughout the system - three new columns are also available to be added to invoice grids: Supplier Type, Works Order Amount and Works Order Reference

Agent supplier commission (UK only)

Outline of how agent commission is calculated from supplier invoices

Configuration options (suppliers)

Click this link for information on supplier-specific configuration options

APAC specific (suppliers)

Click this link for APAC-specific supplier guides