You can pin a supplier to the supplier home screen. This allows you to see a graph of upcoming payments, and overdue payments. You can quickly add a purchase order, invoice, and make payments.
Watch a quick video showing you how to pin a supplier
Or read how to pin a supplier
- You will see a navigation bar at the top of your screen. Click Suppliers to open the supplier tab
- In the top right of the screen click View all suppliers
- Click View next to the supplier you would like to 'pin'
- This will open the details of this supplier. In the top right corner click Quick links. Then click Pin supplier to home screen
- You can now go back to the supplier home screen and the supplier will appear. You can quickly add PO, invoices, and payments here