When you're processing an invoice from a supplier who isn't saved in your finance system yet, you can quickly create the supplier in your finance system from within the invoice during processing.
An iCompleat Administrator in your company needs to activate the permission to create suppliers in your finance system feature for you to be able to add a new supplier in this way.
To create a new supplier when processing an invoice, follow these steps.
- On the homepage, click Manage invoices.
- In the Unprocessed tray, click an invoice from a new supplier.
- In the bottom-right corner, click Edit.
- The invoice editing page appears.
Click the blue Supplier message.
The supplier name is already suggested for you, but you can type a new one if you wish.
- Enter a Supplier code.
This should be a short code that's relevant to your supplier name.
You'll only see the Supplier code field if this is a required field in your finance system.
- Click Create.
- Your new supplier is added to your finance system!
You can now see the Map supplier defaults button, which lets you create some rules for how iCompleat will handle future invoices from the supplier. To see how, go to Map supplier defaults during invoice processing.
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