Add a Creditor to WorkBook

Use the Creditor List submodule under the Creditors module to add creditors to WorkBook.

To use the Creditor List submodule, you must have access to Finance & Administration as defined in the Employee Cross-Company Access submodule under Settings.

To add a creditor to WorkBook:

1. On the main toolbar, click Finance & Administration .
2. Use the drop-down list above the left pane of the Finance & Administration screen to select the company for which you want to add a creditor.
3. In the left pane of the Finance & Administration screen, click Creditors > Creditor List.
4. On the List tab of the Creditor List grid, click Add New Creditor .
   WorkBook displays the Create Creditor dialog box.
5. On the Basic tab of the Create Creditor dialog box, enter the name of the creditor together with the posting group, contact person, preferred language, currency, VAT code, default activity type, default offset account, and creditor invoice approver. If you want WorkBook to automatically create a supplier with the same information as the creditor, select the Create Supplier option.
6. On the Payment tab of the Create Creditor dialog box, enter the payment and bank information for the creditor.
7. On the Address tab of the Create Creditor dialog box, enter the creditor's address.
8. Click OK.
   By default, WorkBook displays only those creditors that have active workflows. To display the creditor you created, select All to the right of the Search field.

   To edit the creditor information, click Show Properties in the top-right corner of the grid toolbar.