Creditors Setup

This is where the user creates a new Creditor or search for existing ones

Search button allows a user to search using Basic Search Tab and Custom Search Tab

Creditors > Configuration > Creditors Setup

Search	to search for a creditor
Add	to create a new creditor.
Edit	to make changes onto an existing creditor.
Delete	to delete an existing creditor provided the creditor has no transactions linked to it.
Clone	to clone an existing creditor
Create Reminder	Allows a user to interact with the creditor via sms or email and only if the contact person has an email address for emailing and cell number for sms.
Creditor History

Basic Search Tab

This contains basic filtering options to find a creditor

Creditors Code
Contact Name
Division
Creditor Status
Order By
Creditor Name
Currency
Region
Active Tick

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Custom Fields Tab

Search by custom fields which have been setup for creditor filtering

Category
Recurring Order

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Functions dropdown

Alerts

Clicking Add will allow you to add a new Alert

Source Type
Doc Type
Creditor
Target User
Reference
Action On
Name
Active
Note

Once you have filled in the information, you can press save or save and new to create a new one

Your Alert will then pop up when you open your Creditor

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Import Contacts

The file containing the Creditor Contacts must be in a CSV format.

The column heading can be left in the CSV file the import program makes allowance for them. Please ensure that the spelling is as per the sample below.

Fields as follows;

To avoid the cell phone number from losing the leading zero type an apostrophe and then the cell number e.g. ‘0798102541 Excel then treats this as letters and not numbers.

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View Recurring Transactions

 

Good Received Note
Purchase Order

Search
Add Transactions
Delete Transactions
Active Tick

View Transaction
Change Status
Update Items
Toggle Process Type

Cancel
Cancel All
Reinstate Transactions
Reinstate All Transactions

Change Transaction Dates
Update Transaction Dates

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Mobile Sync Activate All

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Mobile Sync Deactivate All

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Update Creditors

Division
Region
Status
Acc Manager
Default Address
Clearing Agent
Forwarding Agent
Enforce Credit Limit
Credit Limit
Override Ticks

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Print / Export dropdown

Print

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Export

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Statutory Export

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Main Tab

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Details Tab

Allows you to see more details on the creditor you have selected

Keyboard quick keys

Quick keys help access functions using the keyboard

Used with Alt + Letter

Search	Alt + s	Search for Debtors
Add	Alt + a	Add a new Debtor
Edit	Alt + e	Edits the Debtor that is highlighted
Delete	Alt + d	Deletes the Debtor that is highlighted
Clone	Alt + c	Clones the highlighted Debtor
Expand / Contract	Alt + n	Expands / Contracts the header section of the window
Create Reminder	Alt + r	Creates a reminder to highlighted Debtor
Debtor Enquiry	Alt + q	Opens up the Debtor enquiry screen for highlighted Debtor
Debtor History	Alt + i	Opens up the Debtor analysis screen for highlighted Debtor
Functions	Alt + f	Focus on the button
Tab Basic Search	Alt + 1	Basic Search
Tab Custom Search	Alt + 2	Custom Search
Tab Main	Alt + 3	Main Search Grid
	Alt + 4	Pressing Alt + 4 repeatedly will step through all the tabs e.g. Detail, Statutory etc.