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Vendors

This guide walks through each screen in the Vendors menu of the Accounting module: Bills (GL), Debit Notes, Payments, Refunds, Expenses, Purchase Requests, Quotations, Purchase Orders, Purchase Invoices, Contracts, Order Returns, Vendors, Vendor Items, Receipts.

Bills (GL)

Where to find itAccounting → Vendors → Accounting → Bills (GL)

Bills (GL) in the Accounting module.

How to use Bills (GL)

  1. 1
    Open Bills (GL)

    In the Accounting module, open Vendors in the green navigation bar, then choose Bills (GL) under Accounting.

  2. 2
    Review the list

    The list shows these columns: BILL NUMBER, VENDOR, TYPE, BILL DATE, DUE DATE, BILL REF, CURRENCY, TOTAL, AMOUNT DUE, STATUS. Use the search box and filters at the top to narrow it, and click any row to open the record.

  3. 3
    Use the available actions

    Buttons available on this screen: Import, Export, New Bill, All Statuses, Vendor Bill.

Full Bills (GL) guide →

Debit Notes

Where to find itAccounting → Vendors → Accounting → Debit Notes

Debit Notes in the Accounting module.

How to use Debit Notes

  1. 1
    Open Debit Notes

    In the Accounting module, open Vendors in the green navigation bar, then choose Debit Notes under Accounting.

  2. 2
    Use the available actions

    Buttons available on this screen: Import, Export, New Debit Note, All Statuses.

Full Debit Notes guide →

Payments

Where to find itAccounting → Vendors → Accounting → Payments

Payments in the Accounting module.

How to use Payments

  1. 1
    Open Payments

    In the Accounting module, open Vendors in the green navigation bar, then choose Payments under Accounting.

  2. 2
    Use the available actions

    Buttons available on this screen: Import, Export, Register Payment, All, Draft, Posted, Cancelled.

Full Payments guide →

Refunds

Where to find itAccounting → Vendors → Accounting → Refunds

Refunds in the Accounting module.

How to use Refunds

  1. 1
    Open Refunds

    In the Accounting module, open Vendors in the green navigation bar, then choose Refunds under Accounting.

  2. 2
    Use the available actions

    Buttons available on this screen: Import, Export, Register Refund, All, Draft, Posted, Cancelled.

Full Refunds guide →

Expenses

Where to find itAccounting → Vendors → Accounting → Expenses

Expenses in the Accounting module.

How to use Expenses

  1. 1
    Open Expenses

    In the Accounting module, open Vendors in the green navigation bar, then choose Expenses under Accounting.

  2. 2
    Review the list

    The list shows these columns: NUMBER, TYPE, CATEGORY, DATE, EMPLOYEE/SUPPLIER, PAYMENT METHOD, TOTAL, DUE, STATUS. Use the search box and filters at the top to narrow it, and click any row to open the record.

The Expenses form.

Full Expenses guide →

Purchase Requests

Where to find itAccounting → Vendors → Purchase Workflow → Purchase Requests

Purchase Requests in the Accounting module.

How to use Purchase Requests

  1. 1
    Open Purchase Requests

    In the Accounting module, open Vendors in the green navigation bar, then choose Purchase Requests under Purchase Workflow.

  2. 2
    Review the list

    The list shows these columns: Number, Requester, Department, Status, Date, Needed By, Est. Value, Lines, Actions. Use the search box and filters at the top to narrow it, and click any row to open the record.

  3. 3
    Use the available actions

    Buttons available on this screen: New Request, Favorites only.

Full Purchase Requests guide →

Quotations

Where to find itAccounting → Vendors → Purchase Workflow → Quotations

Quotations in the Accounting module.

How to use Quotations

  1. 1
    Open Quotations

    In the Accounting module, open Vendors in the green navigation bar, then choose Quotations under Purchase Workflow.

  2. 2
    Review the list

    The list shows these columns: Number, Supplier, Status, Valid Until, Actions. Use the search box and filters at the top to narrow it, and click any row to open the record.

The Quotations form.

Full Quotations guide →

Purchase Orders

Where to find itAccounting → Vendors → Purchase Workflow → Purchase Orders

Purchase Orders in the Accounting module.

How to use Purchase Orders

  1. 1
    Open Purchase Orders

    In the Accounting module, open Vendors in the green navigation bar, then choose Purchase Orders under Purchase Workflow.

  2. 2
    Review the list

    The list shows these columns: Number, Supplier, Status, Order Date, Total. Use the search box and filters at the top to narrow it, and click any row to open the record.

The Purchase Orders form.

Full Purchase Orders guide →

Purchase Invoices

Where to find itAccounting → Vendors → Purchase Workflow → Purchase Invoices

Purchase Invoices in the Accounting module.

How to use Purchase Invoices

  1. 1
    Open Purchase Invoices

    In the Accounting module, open Vendors in the green navigation bar, then choose Purchase Invoices under Purchase Workflow.

  2. 2
    Review the list

    The list shows these columns: Number, Status, Due Date, Total, Due. Use the search box and filters at the top to narrow it, and click any row to open the record.

Full Purchase Invoices guide →

Contracts

Where to find itAccounting → Vendors → Purchase Workflow → Contracts

Contracts in the Accounting module.

How to use Contracts

  1. 1
    Open Contracts

    In the Accounting module, open Vendors in the green navigation bar, then choose Contracts under Purchase Workflow.

  2. 2
    Review the list

    The list shows these columns: Number, Title, Start, End, Value, Status. Use the search box and filters at the top to narrow it, and click any row to open the record.

  3. 3
    Use the available actions

    Buttons available on this screen: New Contract.

Full Contracts guide →

Order Returns

Where to find itAccounting → Vendors → Purchase Workflow → Order Returns

Order Returns in the Accounting module.

How to use Order Returns

  1. 1
    Open Order Returns

    In the Accounting module, open Vendors in the green navigation bar, then choose Order Returns under Purchase Workflow.

  2. 2
    Review the list

    The list shows these columns: Number, Date, Type, Status. Use the search box and filters at the top to narrow it, and click any row to open the record.

The Order Returns form.

Full Order Returns guide →

Vendors

Where to find itAccounting → Vendors → Master Data → Vendors

Vendors in the Accounting module.

How to use Vendors

  1. 1
    Open Vendors

    In the Accounting module, open Vendors in the green navigation bar, then choose Vendors under Master Data.

  2. 2
    Review the list

    The list shows these columns: CODE, VENDOR NAME, LEGAL NAME, TAX ID / VAT, CURRENCY, LEAD TIME, ACTIVE. Use the search box and filters at the top to narrow it, and click any row to open the record.

  3. 3
    Use the available actions

    Buttons available on this screen: New Vendor.

Full Vendors guide →

Vendor Items

Where to find itAccounting → Vendors → Master Data → Vendor Items

Vendor Items in the Accounting module.

How to use Vendor Items

  1. 1
    Open Vendor Items

    In the Accounting module, open Vendors in the green navigation bar, then choose Vendor Items under Master Data.

  2. 2
    Use the available actions

    Buttons available on this screen: New Item.

Full Vendor Items guide →

Receipts

Where to find itAccounting → Vendors → Master Data → Receipts

Receipts in the Accounting module.

How to use Receipts

  1. 1
    Open Receipts

    In the Accounting module, open Vendors in the green navigation bar, then choose Receipts under Master Data.

  2. 2
    Use the available actions

    Buttons available on this screen: Import, Export, All, Draft, Posted, Cancelled.

Full Receipts guide →

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