Edit a supplier - From Contacts, select Suppliers, then select the supplier from the list.
- Change the required details of the relevant tabs. Choose the edit icon
 next to each section to make changes. Things to consider - Contacts link to their addresses. If you delete an address, any contacts associated with that address are also deleted
- Once you've entered transactions, you can't change the Currency. If the customer is set up with the wrong currency, then make this record Inactive. Then set up a new contact record
- The default VAT and Ledger accounts for the supplier
- If you've created multiple of the same supplier by mistake you can't merge them
For more information about each tab, read our Create a Supplier contact article >
Summary details The top of the page is a summary of the key information about the supplier's account. This shows you details about the amount outstanding and the main contact details. It also shows whether the supplier is Active or Inactive. 
The number of transactions that make up each total appears in brackets. To work out the purchases made from a supplier, we add up all purchase transactions. We then deduct the total value of credit transactions. Purchase transactions are - Purchase invoices and quick entry invoices
- Cash expenses recorded as an Other Payment
Credit transactions are - Credit notes and quick entry credit notes
- Cash refunds recorded as an Other Receipt
How we calculate the summary values Outstanding amount The total value of all outstanding purchase transactions less outstanding credit transactions. These are unpaid purchase invoices less - Unallocated payments. These are payments on account that aren't matched to invoices
- Unallocated credit notes. These are credit notes that aren't matched to invoices
Overdue The total value of unpaid purchase invoices that have passed their due date, less any outstanding credit notes. Purchases to Date The total value of purchases up to today's date. Purchases this year The total value of purchases for this financial year. Average purchase The total value of purchases divided by the number of purchase transactions.
Track invoices, credit notes, and payments Use the Activity tab to find details of invoices, credit notes, and payments for each supplier. Just double-click on a row to open the transaction. Depending on its status, you can edit, print or delete it. If it's an invoice you can pay it from here. Change the dates at the top of the list to find older transactions. This defaults to the last calendar month. - Use the Type drop-down list to view certain transaction types, such as purchase invoices or payments only
- Change the Status drop-down to view outstanding (unpaid) transactions only
- Select a column heading to sort in alphabetical or numerical order
- Sort the list using the column headings
- Use the Search to find a transaction by reference
Print or export a list of transactions Use the checkboxes to select the transactions. Use the check box in the column header to select all. Choose to Print  or export to CSV  using the icons on the toolbar. [BCB:299:UKI - Personal content block - Dane:ECB][BCB:306:UKI - Search override - Accounting UK / IE:ECB] [BCB:276:UKI - hide back button:ECB] |