Insert or modify Creditor Details / Supplier Codes to keep track of and receive valuable information regarding your creditors
Easily insert general information, such as their contact details, postal address and account type -
Insert important accounting information, such as the supplier credit limit, payment terms, date of last purchase and last payment, as well as the default discount percent and discount terms for the specific supplier
Save time by easily setting the default message to send on orders and remittance advice
Win Accounting’s Creditor Control makes vendor management easy, allowing you to form and maintain meaningful, long-term relationships with your suppliers
Adding unique codes to your suppliers enables the various Creditor Control Accounting Reports to provide vital, up-to-date details to assist you in making smart, data-backed purchase decisions
Maintaining Creditors Details:
Viewing Creditor Details
View an easy-to-read list of all your Suppliers added to the Creditors Details List
From here you can quickly search for specific Creditor Codes and easily Insert/Modify/Delete Suppliers
Inserting/Updating Creditor Codes
(General Tab)
When inserting a new Creditor, you will be required to enter the Unique Creditor Code, as well as the Creditor's Name
While the rest of the information isn't required, filling it in will better unlock the full potential of the Win Acc Creditors Control Module:
Easily set the Account Type
Balance Forward: transaction information is retained only for the current period, which is then consolidated into an account total and brought forward at the beginning of each subsequent period
Open Item: Individual transaction information saved and detailed on customer statements until it's removed through paid transaction removal
Insert a Postal Address, VAT Registration Number and assign a Group Code with ease
Inserting/Updating Creditor Codes
(Summary Tab)
Use the Summary Tab to set a supplier's Credit Limit, Payment Terms, Date of Last Purchase and Payment, as well as the Default Discount Percentage Allowed and its Terms
Here you can also set the default message to be included when you post an Order and a Remittance Advice document
Purchase Statistics Reports
Supplier Analysis Report:
Win Accounting’s Creditor Control makes vendor management easy, allowing you to form and maintain meaningful, long-term relationships with your suppliers
Use the Supplier Analysis Report to aid in Vendor Evaluation and Management- Ensure an efficient and effective procurement process and supply base using the vital data provided
Receiving a concise and up-to-date analysis of all your creditors, in an easy to export and/or print display, allows you to evaluate the quality and performance of each supplier and their delivered products
Choose from the Full Supplier Analysis Report,which provides a concise rundown of every posted document for each creditor for the selected date, or the Summary Supplier Analysis Report that provides only the account totals for each creditor
