Setting up a Supplier

In order for the expenditure recording to be as easy and simple as possible a few minutes spent setting up supplier details in advance is well spent.

Details of Supplier need to be set up before bill transactions are entered in Liberty Accounts.

Setting up a new Supplier

Details of new Suppliers can be set up via three routes.

Expenditure - Suppliers - Add

Control - Opening Balances - Suppliers - ADD

or at the time of the creation of a bill or credit note by clicking the + button to create a supplier and complete the details in the Add Supplier dialogue.

The user is advised to avoid duplicating suppliers as that may create confusion and poorer expense control.

The process of adding a new supplier, in addition to contact details allows for entering credit control and commercial information. Payment advices may be emailed to supplier; the nature of the delivery of the document either as a link to the document or as an attachment may be set.

See Supplier Details for more detailed guidance on entering supplier details.

Note Supplier details may also be uploaded from a csv type file. Follow the link Supplier Uploads for more information.