Expenses & Suppliers

Overview and core concepts

Keep suppliers, receipts and outstanding supplier bills together.

A simple expense records spending; a supplier bill tracks an amount owed and its payments.

Categories organize expenses; names must remain distinct after normalization.

Inventory purchase orders reuse supplier records; receiving goods does not create a supplier bill automatically.

Supplier 360 and a shared supplier master with Inventory; optional configured expense, bill and supplier-payment Accounting effects.

Before you start & permissions

Select the right company and confirm that this app is active.

Expenses viewing and the relevant supplier, category, expense, bill, receipt or payment permissions.

Getting started & common workflows

1. Create a supplier and optional contacts. Create an expense category.
2. For a paid cost, create a simple expense and attach its receipt.
3. For an amount owed, create a supplier bill, review its lines and issue it.
4. Record partial or full payments and review the outstanding balance. Use cancellation only when the current status permits.

Related modules

Shared records and explicit handoffs keep work connected. Each module still requires its own access and permissions.

Troubleshooting

• Category name rejected? Another category may have the same normalized name.
• Cannot change a bill? Check its lifecycle status and your edit permission.
• Attachment rejected? Check the supported type and size shown by the upload form.
• For a missing connected action, check the selected company, matching active apps, permissions, workflow enablement and readiness. Historical records are not backfilled.

Current platform notes

• Supplier payments are manual records, not bank transfers.
• No automatic bank reconciliation or tax filing. Accounting posting requires the Accounting app, enabled workflow, valid mappings and an open period.