The Supplier List



The Supplier list 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.

Processing items on the Supplier list

  1. Enter 0 in the Supplier field and click Update to display all customers. If you only want to display one Supplier:

    1. Open the Supplier list

    2. Select the Supplier.

    3. Click OK.

  2. Mark the Supplier you wish to view items for.

  3. Select the item you want processed in the detailed list at the bottom of the window.

  4. The list is activated by selecting Show details drop-down list in the card toolbar.

  5. Choose whether to:

Enter Receipts/payments

Edit item

Go to purchase order

Go to invoice

Go to journal

Match/link items

The selected item has now been processed.

Note! 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