Assigning a Supplier to an Expense

To assign a supplier to an expense you must first make the supplier field either Optional or Mandatory in the category of expenses related to the supplier. 

To do so,  

1. Go to the Admin tab 
2. Click on Advanced Settings sub-menu > Categories 
3. Click on the category you need to configure 
4. In the Customization tab, look for Supplier 

1. Set the parameter on Optional or Mandatory 

For categories where suppliers are marked as mandatory or optional, the supplier field will be visible in the expense form. This allows administrators and accountants to select the appropriate supplier when processing expenses. 

Assigning the supplier to respective expenses 

1. From the Admin or Accountant tab , 
2. Go to the Expenses and requests sub menu > Expenses List
3. Choose the expense within Exported state, you need to assign a supplier to 
4. Assign a supplier from the supplier’s list