Add supplier

Next to Search new supplier there are two search fields where you can enter information about the supplier you are looking for, and find their full details. In the first field you can search by company name, corporate identity number or personal identity number. In the second field you can search by street address, location or postcode. The information you enter should be separated by a single space.

Here is an example:

You can register the suppliers who are ticked as active on purchase invoices.

Select this setting for the suppliers whose invoices you want to be automatically posted in the future. After activation, the first received invoice will appear as a draft, and once you've confirmed the posting, the next one will be processed automatically. You'll find the automatically posted invoices under Purchasing - Purchase invoices - Unpaid purchase invoices, and All purchase invoices. They will also be highlighted in bold to make them easy to find.

If the supplier is marked with OCR, the OCR field is shown when you register an invoice payment to the supplier.

Some suppliers require entry of an OCR when paying the invoice. By using OCR, you ensure that your supplier can identify that the right invoice has been paid.

If you do not tick the box, the Message is instead shown when you register an invoice payment. It is not possible to enter an OCR number here.

BIC (Bank Identifier Code) is an international standard used to identify a bank in a unique and reliable manner (previously called Swift address). BIC always consists of 8 or 11 characters, with the first 6 always being upper-case letters.

BBAN (Basic Bank Account Number) is a standard used to specify a unique national bank account number.

IBAN (International Bank Account Number) is an international standard used to specify an account number. It is intended to supplement the regular account number. IBAN consists of country code, checksums, bank code and complete account number.

Enabling this setting stops the program from including the purchase invoices from this supplier in the payment file.

The bank code is used for SWIFT payment via plusgiro to certain countries. For example, the bank code Fedwire Routing Number (FW+9 digits) is used for payments to the USA. Bear in mind that BIC+IBAN must instead be used for payment to a supplier in an EEA country.

Here, you enter the payment code that normally applies to this supplier's deliveries to you. The information is used by the bank and the payment code indicates what the payment regards.

Here you select which fee code payments to this supplier should have. The fee code indicates who should pay the bank's payment fees. The fee code is only used when conducting foreign bank payments.

You can choose between three different fee codes:

• Sender pays all bank charges
• Receiver pays all bank charges
• Receiver pays foreign payment fees - this means that the fees are split so that the sender pays the domestic fee and the receiver pays the foreign fee.

Please note that you cannot choose to let the receiver pay all bank charges if you are sending a payment within the EU/EEA.

Here you select which account you pay from when conducting foreign payments. You can choose between operating account and currency account.

A GLN is used to give a unique identity to a company, a function within a company or a physical location. If you want to use a GLN for your company/association, please visit gs1.se.

Select this box if you want all e-invoices from this supplier to be sent automatically for approval. This also includes invoices coming from a third-party application. If all mandatory details on the invoice are correct, the invoice will get the status Ready for approval immediately.

Here you decide in which order the approvers should approve your purchase invoices. The default setting is to not use a specific approver.

Here you select and add approvers. This list only shows if you have selected either Approve in the following order or Approve in any order from the Approval order list.

The approvers names are taken from the company's permissions, and in order for them to be visible here, they need to be users in Visma eEkonomi Pro and have the permissions Approve/Reject or Create and approve/reject.