Creditors Setup

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

Creditors > Configuration>Creditors Setup

System buttons

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

Creditors > Configuration>Creditors Setup

Basic Search Tab	This contains basic filtering options to findsearch for a creditor
Custom Fields Tab	Search by custom fields which have been setup for creditor filtering

InsertAdd	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.
PrintCreditor TabHistory	has two buttons
Print button	allows a user to print all the creditor’s listed in the system sorted alphabetically.
Export button	to exports creditors list to excel spread sheet.
Import Tab	has one buttons
Import Contacts button	Import from the excel sheet to the system

 

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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Main Tab

 

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Details Tab

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