Suppliers

Enter a supplier invoice

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

Review & post 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

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