The Add/Edit supplier dialog

Use these settings to edit the supplier of the current invoice.

To access this dialog in Online Office while verifying an invoice: Click or .

To access this dialog in Admin Center: Click a supplier in the Suppliers view.

Changing the settings of an existing supplier affects documents currently being processed that are connected to the supplier. Changing the supplier name or supplier number does not create a new supplier.

Use these settings to edit the supplier of the current invoice.

Supplier number, Name, Description, etc. The master-data fields used to describe the supplier.

You need the View supplier bank account numbers privilege to edit or add bank account information.

Blocked

Determines whether the supplier is blocked.

Allow complete documents to bypass verification

Determines whether invoices without validation errors are sent directly to the target system without verification. Learn more.

Office users with the Change bypass verification setting privilege can change this setting.

In Admin Center, administrators with the Manage accounts privilege can change this setting.

Exclude supplier from automatic identification

When selected, the supplier is not used for supplier identification; however, it is available for selection during verification. This is helpful if you have multiple suppliers with the same name, and you want to designate a preferred supplier by excluding the other suppliers from automatic identification.

Example

Assume you have three suppliers with the same name, but different addresses.

Supplier Address Preferred supplier Exclude supplier from automatic identification setting
Polychemtex USA Yes Deselected
Polychemtex UK No Selected
Polychemtex Sweden No Selected

In this example, the first supplier is our preferred supplier because almost all of the invoices come from the US supplier. Therefore, we select Exclude supplier from automatic identification on the other two suppliers. The result is that ReadSoft Online identifies invoices from Polychemtex USA correctly, and invoices from the other locations will not have the supplier selected during verification. In the rare occasions that an invoice is received from one of the other two suppliers, you can simply change the supplier during verification.

All users can change this setting regardless of their privileges. Even users who are not allowed to update master data can change this setting.

Creates a new row for adding a bank-account master data.
Deletes the row.
Save Saves the supplier information.
Cancel Closes the dialog.