Introducing the "Assign Supplier to Expense" Feature
Updated
What’s New?
Previously, supplier management was limited to the purchase module, where suppliers could only be associated with purchases. Our new feature allows administrators and accountants to link suppliers directly to specific expense categories, making supplier management more integrated and efficient.
How It Works
As an Admin you can manage suppliers from the Suppliers page. You can add, update, or deactivate suppliers and associate them with one or multiple expense categories.
- To add, update and deactive a supplier please follow the steps mentioned in this article.
- To assign suppliers to one or multiple expense categories, visit this article and follow the steps explained.
As soon as you setup a supplier mandatory for a specific category, As an Admin and Accountant you can assign a supplier to an expense within Exported state, in the Expense modal.
Expense Exports
When the supplier is assigned to an expense, the expense and report exports will include new columns for supplier information, providing a comprehensive view of your supplier-related expenses.
