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. 

Steps:  

1. Navigate to MASTER FILES > Suppliers.
2. Click Supplier Types, located at the top of the page. 
3. Click CREATE A NEW SUPPLIER TYPE.
4. Enter the following information. 
   
   
   

   Field	Description
   Supplier Type Name	Enter a supplier category name.
   Active	The system automatically sets all new records to active. Uncheck to make it inactive.
   Default	Check to define the default supplier type for new suppliers added to your database, and is helpful if a majority of new suppliers created are in the same category.
   Default For Employee	Check if you want to create a supplier record for an existing employee. The system will automatically assign the supplier type that you have designated as Default for Employee.    For example: if you create a Supplier record that is linked to an employee record for Expense purposes, by default,  Accountability will automatically assign a supplier type as Staff.  You can override if needed.
   Mask Bank Account No On Payment Remittance Advices	Check to mask bank account numbers on a payment remittance advice.

5. Click SAVE or SAVE & CLOSE.