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Editing a supplier

As a building administrator, you can edit a supplier’s information.

  • Go to the Supplier tab in the left menu.
  • Click on the vendor you want to edit in the list.
  • Click Edit.
  • Make the necessary changes.
  • Once you have made all the necessary changes, click Save.

Settings

Section titled “Settings”
Name Supplier Name
Address
  • Street
  • City
  • Province
  • Postal Code
  • Country
Accounting ID Supplier Accounting Category Name
Expense Account Accounting category name in which the supplier's transactions will be registered by default. You can adjust this category for each transaction if necessary.
Payment Method The vendor's default payment method. You can adjust this payment method for each transaction if necessary.
Emails Supplier Emails
Phones Supplier Phones
  • Phone Type
  • Phone Number
Bank Account Supplier Banking Details including:
  • Banking Institution Number
  • Transit Number
  • Account Number
  • Name Associated with Account
When you have activated Otonom Solution as a payment method in the Administration section, these bank details will be used to generate transactions sent to Otonom Solution.
Notes Possible comments

Recurring invoices

Section titled “Recurring invoices”
  • When a supplier bills you the same amount each month (e.g. internet service provider) or when you pay a monthly subscription, you can specify a recurring billing / payment.
  • The invoices / payments will then be created automatically each month and this will save you from manually entering all the invoices / payments one by one.
  • To add an invoice or a recurring payment, click on the + Recurring invoice button

Settings

Section titled “Settings”
Description Description of the invoice / recurring payment
Amount Amount of the invoice / recurring payment
Expense account Name of the accounting category in which the invoice / recurring payment will be recorded
Payment method Payment method when it is a payment
Bank account Bank account used when making a payment
Billing day Billing day when making a recurring invoice
Payment day Payment day when making a recurring payment
Closing date End date of the recurrence. If you leave the field blank, the transaction will repeat endlessly.