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 >  C onfiguration > C reditors  S etup 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   Custom Fields Tab Search by custom fields which have been setup for creditor filtering Category Recurring Order   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 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. 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   Mobile Sync Activate All Mobile Sync Deactivate All Update Creditors Division Region Status Acc Manager   Default Address Clearing Agent Forwarding Agent Enforce Credit Limit Credit Limit Override Ticks   Print / Export dropdown Print Export Statutory Export Main Tab 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 S earch Alt + s Search for Debtors A dd Alt + a Add a new Debtor E dit Alt + e Edits the Debtor that is highlighted D elete Alt + d Deletes the Debtor that is highlighted C lone Alt + c Clones the highlighted Debtor Expa n d / Co n tract Alt + n Expands / Contracts the header section of the window Create  R eminder Alt + r Creates a reminder to highlighted Debtor Debtor En q uiry Alt + q Opens up the Debtor enquiry screen for highlighted Debtor Debtor H i story Alt + i Opens up the Debtor analysis screen for highlighted Debtor F unctions 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.