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The Vendor Centre, bills, bill payments, purchase orders, receiving, vendor credits, expenses, inventory activities, sales tax and contractor slips.
☰ Vendors⌨ Alt+N
serobooks / vendorsLive
Watch it in the appThe purchases workflowPurchase orders, bills, Pay Bills, vendor credits and the GST return: every dollar going out.
The Vendors menu is the buying side of SeroBooks: your vendors (suppliers), the bills they send, paying them, ordering and receiving stock, vendor credits and everyday expenses. It also holds the inventory activities and the sales tax centre, as QuickBooks Desktop's Vendors menu does, and the contractor slips. At the bottom, under Transactions, are the lists of bills, purchase orders, vendor credits, expenses and vendor balances.
Opening the Vendors menu
Click Vendors on the menu bar, or rest the pointer on it.
Or press Alt+N (the n in Vendors is underlined).
Centres
Item
What it does
Read more
Vendor Centre
Opens the Vendor Centre: every vendor, with their details, balance and transactions.
Opens the Bill Tracker page over the Home Page: a money bar across the top (Purchase Orders, Open Bills, Overdue, Paid (last 30 days), each a filter) and every document behind it, by vendor, type and status. Esc goes back to the Home Page. Needs permission for the Bills list.
Opens the Enter Bill for Received Items page over the Home Page. It first lists the Item Receipts Waiting for a Bill; choose the receipt, then fill in what the vendor's bill says (its number, date and terms). The receipt becomes the bill. Esc goes back to the Home Page. Needs permission for Enter Bills.
Forms, lists and screens open as screens of their own, each in its own window in Multiple Windows.
Bill Tracker and Enter Bill for Received Items are pages, and Enter Vendor Credits is a form the menu opens by itself: as in QuickBooks they open over the Home Page, and Esc goes back to the Home Page. Each uses the permission of the screen named above, but that screen is not opened.
An item your role cannot reach is not drawn. A submenu whose items are all out of reach (for example Inventory Activities for a role with no inventory screens) disappears too.
Common problems
Build Assemblies is missing. Assemblies are a SeroBooks feature; the item appears only in a SeroBooks company and for a role that can see the Assemblies screen.
No receipts are listed under Enter Bill for Received Items. Only goods received with the bill to follow are waiting for a bill. Goods received with their bill are already billed.
Enter Vendor Credits is missing. Your role cannot open the Vendor Credits list.
