Suppliers (Companies)

Where to find it

Companies

✅ Common tasks

Find and review a supplier

1. Open Companies to see your supplier directory

2. Use the search field to find one by name, VAT or email

3. Open a company to view its invoices, bank accounts and Peppol IDs

4. Open a linked invoice to check its amount, status and due date

Approver-only users see just the suppliers tied to invoices they approve, not the full list.

Edit a supplier's details

1. Open the company and choose Edit

2. Update the name, VAT, address or contact details

3. Choose the correct country so it matches the VAT number

4. Set 'Late payment' days if due dates should shift earlier or later

5. Save your changes

A supplier's VAT number can't match your own organisation's or another supplier's.

Manage bank accounts and Peppol IDs

1. Open the company and find the Bank accounts card

2. Choose Add, enter the IBAN or local account number, and save

3. Mark one account as Default for this supplier

4. Open the Peppol IDs card and choose Add to enter a GLN or OIN

You can't delete a bank account that's already linked to invoices.

🔗 See also

• Automatic supplier matching and creation

• Supplier Peppol IDs

• Editing incoming invoice details and suppliers

• Your organisation's SEPA bank accounts

• Trusted sender emails