Welcome to our Guide for Suppliers in Capium 365! This guide will walk you through essential initial steps, best practices and key features within Supplier


Duplicate Receipts, Changing status of receipts and Editing Receipts

If there are any records of duplicate receipts, you will be able to see them in the activity section and choose whether they should still be processed or deleted. To do this, you need to:

  1. Navigate to “Suppliers” Tab
  2. Select the activity icon in the left panel
  3. Select “Process” or “Delete” on the right of the receipt

 

You can update the status of a receipt. To do this, you need to:

  1. Navigate to “Supplier” Tab
  2. Select the receipt icon in the left panel
  3. Select “Approve”, “Reject” or “Archive” on the right of the receipt

 

You can change the status of a receipt if it has previously been approved or rejected. To do this, you need to:

  1. Navigate to “Supplier”
  2. Select the receipt icon in the left panel
  3. Select the approved icon on the right of the receipt
  4. Select the rejected icon on the right of the receipt
  5. Change the status as required

 

You can edit a receipt. To do this, you need to:

  1. Navigate to “Suppliers” Tab
  2. Select the receipt icon on the left panel
  3. Select the edit icon on the right of the receipt


You can only edit a receipt when it is in the “Review” stage. To edit after it has been approved or rejected you must withdraw the approval or rejection which is shown in the steps above.

 

How to match receipts with transactions

If a receipt has the same date, supplier, net, tax and total as a transaction in the “Books” Tab, it will automatically match. If not, you will need to manually match the receipt. To do this, you need to:


  1. Navigate to “Books” Tab
  2. Select the edit icon on the right of the transaction.
  3. Select “Match”
  4. Select the circle icon with a line through it
  5. If it has been matched, it will turn green