Assigning a supplier to an expense
Updated
To explore the feature of assigning a supplier to an expense and its benefits, please refer to this article.
To assign a supplier to an expense you must first make the supplier field either “Optional” or “Mandatory” in the category of expenses related to the supplier.
To do so,
- Go to the admin tab
- Click on “Advanced Settings” sub-menu > “Categories”
- Click on the category you need to configure
- In the “Customization” tab, look for “Supplier”
- Set the parameter on “Optional” or “Mandatory”
For categories where suppliers are marked as mandatory or optional, the supplier field will be visible in the expense form. This allows administrators and accountants to select the appropriate supplier when processing expenses.
Assigning the supplier to respective expenses
- From the “Admin” or “Accountant” tab ,
- Go to the “Expenses and requests” sub menu > “Expenses List”
- Choose the expense within “Exported” state, you need to assign a supplier to
- Assign a supplier from the supplier’s list
To add a new supplier to the suppliers’ list, please follow the steps mentioned in this article.
