Managing suppliers

The Suppliers section mirrors the customers section but focuses on the businesses you buy from. It helps you track spending, identify key suppliers, and maintain contact details.

The suppliers page

Navigate to Accounting > Suppliers to see your supplier list. Each entry shows:

• Company name — The supplier's business name.
• Contact information — Available contact details.
• Type badge — Whether this counterparty is a supplier, customer, or both.
• Annual spending — How much you have paid this supplier in the selected year.
• VAT information — The supplier's VAT number.

Filtering and analysis

• Search — Find suppliers by company name.
• Year filter — Compare spending per supplier across years.
• Spending trends — Identify which suppliers are costing more or less over time.

Supplier details

Click any supplier to view:

• Contact and address information
• VAT registration number
• Full transaction and invoice history
• Year-by-year spending breakdown

How suppliers are created

Suppliers are created automatically when:

• You upload or create an expense invoice with a new supplier name.
• A bank transaction is categorized with a new counterparty.
• OCR extracts a new supplier from an uploaded document.

Counterparties can be both a customer and a supplier simultaneously — for example, a business partner you both buy from and sell to.