We are excited to introduce a fantastic update to our bills experience: the ability to add and save suppliers directly within our bills product. This new feature streamlines the process of managing supplier details, making your bill payment workflow more efficient and accurate.
Key Benefits
- Seamless Supplier Management:
- Easily add and save new suppliers directly within the bills product. This eliminates the need for manual entry and reduces the risk of errors.
- Efficient Approval Process:
- When a bill is approved for payment, the approver will also confirm that the new supplier details are correct. This ensures that only verified and accurate supplier information is added to your list.
- Auto-Populated Supplier Details:
- The next time you go to pay a bill, you can simply select the supplier from your list, and their details will be auto-populated. This saves time and reduces the chances of duplicate entries or inconsistent naming conventions.
- Improved Accuracy:
- By confirming supplier details at the point of approval, we ensure that your supplier database remains accurate and up-to-date. This helps in maintaining consistency and reliability in your financial records.
- Enhanced Integration with Xero:
- This feature also prevents double entries of the same suppliers with slightly different naming conventions created in Xero, ensuring a cleaner and more organised supplier list.
How to Use the Enhanced Supplier Management Feature
Adding and Saving Suppliers
- Create a New Bill:
- Navigate to the Bills section under Payments and create a new bill.
- Add Supplier Details:
- Enter the details of the new supplier when creating the bill. These details will be saved once the bill is approved.
Confirming Supplier Details at Approval
- Approve the Bill:
- When a bill is submitted for approval, the approver will review and confirm the supplier details as part of the approval process.
- Save Supplier to List:
- Once the approver confirms that the supplier details are correct, the supplier will be added to the list of saved suppliers available for future bills.
Using Saved Supplier Details
- Select Supplier for Future Bills:
- When creating future bills, you can now select the supplier from your saved list. The supplier’s details will be auto-populated, saving you time and ensuring accuracy.
This enhancement to our bills feature is designed to streamline supplier management and improve the efficiency of your bill payment process. By allowing you to add and save suppliers, confirm details at the point of approval, and auto-populate supplier information for future bills, we aim to reduce manual entry, prevent duplicate entries, and ensure accurate and consistent supplier data.
We hope you find this update valuable and easy to use. For any questions or further assistance, please contact our support team. Enjoy a more efficient and accurate bills management experience!
