The Supplier List

View - Accounting - Supplier Ledger - List of Suppliers  

The List of Supplier shows the sum of all ledger items per supplier. You can select whether you want to see a listing of all your Suppliers, or a list for a given supplier.

Additionally, you will be able to place a selection for Open Items, Open items, Balance = 0 and Open items, Balance < 0 in the supplier list. Using these criteria will make it easier to locate items that have not balanced against another.

Tip! By selecting View details at the top of the window, you will be able to see a detailed list showing which items form part of the balance for the current contact.

Processing items on the Supplier list

  1. Enter 0 in the Supplier field and click Update to display all customers.

    - or -

    If you only want to display one Supplier; click on the search button to open the List of Suppliers, select the supplier and click OK.
  2. Mark the Supplier you wish to view items for.

    Tip! If a symbol with a red cross is displayed beside the Supplier field, then the contact's account is on hold. You can find this setting on the supplier's contact card by going to the Settings tab and then selecting the Customer & Supplier button. The check box for Account on hold can be found under the Customer & Supplier Ledger tab under Supplier. Please note that user access rights exists for this function. Read more about this in Creating Credit Limits and Account on Hold for a Customer.

  3. Select the item you wish to process in the detailed list at the bottom of the window. The list is activated by selecting the Show details drop-down list in the toolbar.
  4. Choose whether you wish to:
    • Enter Receipts/payments
    • Edit item
    • Go to invoice
    • Go to journal
    • Show scanned journal
    • Match/link items

A new window will now open in accordance with what you selected in step 4. Click [F1] in the new window to get help regarding the functionality within that window.

Tip! At the bottom of the window you can see a summary showing the Total outstanding, Current and Overdue amounts for the highlighted supplier.

Read more about:

Receipts and Payments

Match/Link Items

Editing Customer and Supplier Ledger Items

User Settings for the Supplier Ledger