Supplier Profiles

Overview

Supplier Profiles are created and used if you employ ABN Contractors. The Supplier Profile is where you hold information such as the ABN and banking information. You can have multiple ABN Contractors linked to one Supplier Profile. 

Create a Supplier Profile

To add a Supplier:

1. Go to Users > Suppliers > Add New Supplier.

2. Set the region for the Supplier > Create new Supplier. If your portal only has one region enabled, you won’t need to do this.

3. Enter the Supplier Information, Banking Details and Invoice Details.

4. Click Save.

Supplier Information

You can configure the following information in the Supplier Information tab when you are setting up a new Supplier:

Entity Name	The name of the Supplier
ABN	The Supplier ABN
Sole Trader	A checkbox to tick if the Supplier is a sole trader
No GST	A checkbox to tick if the Supplier is not registered for GST
Account Code	The General Ledger Expense Account Code for the Supplier
Contact	The name of the primary contact for the Supplier
Primary Email Recipient	The primary email address where RCTI or remittance advices will be sent
Additional Email Recipients	Other email addresses who are opting to receive RCTi and remittance advices
Supplier Address	The postal details for the Supplier

Both Entity Name and ABN are mandatory during the initial setup of a Supplier. You won’t be able to save the Supplier profile without these fields being entered.

Banking Details

You can configure the bank account information for the Supplier in the Banking Details tab. This includes the account name, BSB and account number, and any payment notes that are applicable.

Invoice Details

From the Invoice Details tab, you can set the Pay Advice option for the Supplier (Send RCTI or Send Remittance Advice).

If you select Send RCTI, you will need to enter the Supplier Specific Invoice Code and Current Invoice Number fields, as this information will be used when RCTIs are generated.

If you don’t need custom invoice numbers, leave these fields blank and the next system RCTI number will be assigned.

To consolidate pay advices for this Supplier, tick the Consolidate checkbox.

Delete a Supplier

Supplier profiles can be deleted if they aren’t linked to an employee. Go to Users > Suppliers > select the supplier > Delete.