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Every purchase needs a Supplier name, including fuel, electricity, heating/cooling, freight, travel, and leased assets. Use the supplier shown on the invoice or supporting record.

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Enter the supplier

For freight, travel, and leases, the Carrier, Provider, or Lessor entered in the activity details fills Supplier name on the Purchase step. Review it before saving. For goods and energy purchases, enter Supplier name directly on the Purchase step. Product selection fills product details; it does not replace the supplier field.

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Use a consistent name

Use the same spelling for repeated purchases from the same supplier. For example, keep “Demo Metals Ltd” consistent across its invoices so the supplier filter groups the records as expected. A supplier name identifies the purchase. Entering it does not invite that supplier into your workspace or send a PCF request.

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Correct an existing purchase

  1. Find the purchase in the table.
  2. Choose ⋮ → Edit.
  3. On Purchase, enter or correct Supplier name.
  4. Review the other details and save.
An older purchase without a supplier must have one entered before it can be saved again. A blank supplier highlights the field with an explanation underneath.

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Review purchases by supplier

Click Add filters → Supplier, then open the Supplier filter button. All selects every listed supplier; untick names to exclude them. Combine it with category or purchase-date filters if needed. Remove the filter with its ×. Use the row arrow to review purchase details and Docs to open its supporting records. Find and review purchases explains the table controls.
Last modified on October 6, 2026