Understanding Vendor Account

The Account feature is utilized for tracking outstanding invoices from vendors that were pending before the implementation of AntMyERP or were not generated from AntMyERP. It facilitates the maintenance of a record of the outstanding amounts that need to be paid to vendors.

 

Adding a Vendor Account

Adding a Vendor Account in AntMyERP is easy! You just need to put their important info into one place. You can add any number of Vendor Accounts in AntMyERP. Here’s what you do.

You can add a Vendor Account in two ways

Creating Vendor Account Manually

Importing Vendor Account

 

Creating Vendor Account Manually

Navigate to Left Menu > Purchase > Vendor 

You will land on the Vendor Listing Page

Locate the Vendor in the Vendor list and click on the Edit option from the Action dropdown menu. Alternatively you can Right Click on the Vendor whose Account you want to add by clicking Edit.

You will land  on that Vendor‘s Basic page

Click on Account

 Click the + Icon button on the top right corner of the page.

Click on Add Invoice

Enter all the details, including the invoice number, invoice date, invoice due date, and the amount of the invoice. Additionally, you can upload the invoice copy by clicking on “Choose File.” To add multiple invoice details, repeat the process by clicking on the “+” icon.

After entering all the details, click Save and Exit.

 

Importing Vendor Account

Navigate to Left Menu > Purchase > Vendor 

You will land on the Vendor Listing Page

Locate the Vendor in the Vendor list and click on the Edit option from the Action dropdown menu. Alternatively you can Right Click on the Vendor whose Account you want to Import by clicking Edit.

You will land on that Vendor‘s Basic page

Click on Account

On the Top Right Menu navigate to Import File icon 

Read Instructions and Click Download Sample File for your reference by clicking sample file.

Ensure that all the fields are mapped and filled correctly while adding your Vendor‘s Account details.

Now go to the Top Right Menu and navigate to Import File icon 

Click on Arrow and select the file to be imported.

If all the data mentioned in the file is proper it will take 5 seconds to upload the data.

 Your Vendors’ Account details are imported and will reflect in Vendor’ s outstanding.

You can check by Going to Finance >Reports >Sundry Creditors.

Note: You can upload 50 Invoice details details at a time.

 

Exporting Vendor Account

Please note that you cannot export the Vendor Account information in Excel or any format from AntMyERP

 

Editing Vendor Account

Navigate to Left Menu > Vendor > Vendor Listing Page 

Locate Vendor > Edit

You will land on the  Vendor‘s Basic page

Click on Account.

Make the necessary changes to the Vendor account details.

Save the updated information.