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  • How to access it?

In the main menu of the Money module Choose Suppliers or from the Money Dashboard.

  • Add Supplier

A Supplier in App4Legal can be a Company or a Contact. A new Supplier can be added directly from the Suppliers drop-down list or from the Money Dashboard.

Also the user can add a New Supplier from the grid of Suppliers via the Actions button-> Add New Supplier. 

When a Supplier is added to a Bill on the fly, the new object is automatically added to the Suppliers grid.

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  • Manage Supplier Accounts

A Supplier in App4Legal can have several accounts with the same or different currency. In order to manage Supplier Accounts, go to the Suppliers grid and click on the Supplier Name. A table of all the available accounts is displayed.

You can add a New Account from the button on the top right or directly from the table.

Also, from the edit form of the Supplier the user can view all Related Bills of this Supplier and all the Related Expenses.

An Account can also be added from the action wheel next to the Supplier in the Suppliers grid.

From the action wheel next to the Supplier in the grid the user can edit or delete an account.

An account can be deleted if there are no transactions on it.

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  • Search for a Supplier

  • In Advanced Search, the user can run the search based on a specific entity relevant to the Supplier form, i.e. Supplier ID, Name and Type. There is a possibility also to modify the operator of search for each field (i.e. equal, begins with, contains, >, <, and more). The Advanced Search menu is hidden by default; the user needs to click on the link Advanced Search to unhide it.

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  • Export to Excel

The Suppliers grid can be exported to an excel sheet at any moment via the Actions button on the grid-> Export to Excel. Also, search results can be exported to an excel sheet separately.

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