Add a Creditor to WorkBook

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

To use Creditor List, you must have access to Finance & Administration as defined in Employee Cross-Company Access 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 page to select the Company for which you want to add a creditor.
3. In the left pane of the Finance & Administration page, 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, 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 Create Supplier.
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 that 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.