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How to categorize a supplier using supplier types

When creating a new supplier in Accountability, it is mandatory to specify the supplier type. This feature enables you to categorize suppliers and conveniently filter accounts payable transactions based on this classification.

Use Case: For example, you might want to categorize external from internal suppliers or further classify them into the type of external vendors your agency is working with.

    Some external programs that create suppliers in Accountability, such as media platforms, may use a different logic to assign the Supplier Type for new suppliers.

    • Click the  to open Accountability side-by-side with these instructions.
    • Click the  to open the full guide.

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