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Suppliers and Accounts Management Manual

This manual provides a detailed guide on managing Suppliers and Accounts within the system. It covers dashboard navigation, filtering tools, available actions, and features that enable efficient handling of your data.

1. Overview

The Suppliers and Accounts Apps are essential tools for managing business relationships and financial records within your organization. These apps provide a centralized interface to organize, track, and interact with both external suppliers and internal or client accounts.

Users can efficiently view, create, and manage records with built-in filtering, categorization, and document generation features. Whether you're handling vendor onboarding or maintaining client billing data, these apps streamline your workflow with a structured and user-friendly experience.

Both apps are designed with scalability in mind, supporting complex organizational structures, permission-based access, and detailed data tracking to ensure accountability and compliance.

2. Accessing the Dashboard

To access the Suppliers and Accounts dashboard:

  1. Navigate to the relevant section from the main menu.
  2. Choose between viewing Suppliers or Accounts.
  3. You will be presented with a list view showing all available records based on your selection.

3. Filtering Options

The system offers powerful filters to help locate specific records quickly:

  • Identification Number – Filter by a unique ID assigned to each account or supplier.
  • Tax Mode – Select from applicable tax modes for filtering.
  • DIT Number – Search by the DIT (Domestic Identification Tax) number.
  • VAT Number – Filter accounts based on their registered VAT number.
  • Assigned To – Filter by users responsible for managing the account.
  • Unit – Narrow down results by department or organizational unit.
  • Labels – Use custom tags for grouping and filtering records.
  • Show Only Inactive – Toggle to display only inactive suppliers or accounts.

4. Actions and Capabilities

Viewing Details

  • Click the eye icon next to a record to view full details for that account or supplier.

Managing Records

  • Create Account/Supplier – Click the "Add" button and complete the form to register a new entry.
  • Edit Account/Supplier – Click the "Edit" button to modify existing information.
  • Delete Account/Supplier – Use the "Delete" option to remove a record from the system.

Bulk Actions

  • Generate Documents – Select multiple records and use this action to generate bulk documents.

Exporting Data

  • Export to Excel – Export your filtered list of accounts or suppliers into an .xlsx file for external use.

5. Account Details View

When viewing an account or supplier's full details, you’ll find:

  • Basic Information – Name, ID numbers, and account type.
  • Contacts – A list of contact persons with their roles and contact info.
  • Tags – Labels or tags linked to the account for easier classification.
  • Responsible Persons – Users assigned to manage the account.
  • Attachments – Any documents or files uploaded and linked to the account.

6. Support and Resources

If you encounter issues or have questions:

  • Contact your HR Administration for guidance.
  • Online Resources: Check the Pulsawork Help Center for tutorials and FAQs.
  • Pulsawork Support: Reach out via the support portal.

This detailed manual helps you use Pulsawork’s Supliers & Accounts App efficiently, from simple searches to bulk actions and AI-powered data extraction. Happy financing! 🚀

7. FAQ

How do I change the state of an account?

Click on the status indicator next to the account name and choose the desired state (Active/Inactive) from the dropdown.

Can I assign multiple responsible persons to an account?

Yes. Use the 'Assigned To' field to add multiple users as responsible contacts.

How do I add a new contact to an account?

Navigate to the account details page, scroll to the 'Contacts' section, and add the contact's info via the available form.

What should I do if I encounter an error while saving changes?

Make sure all required fields are completed correctly. If issues persist, please contact support for assistance.

How can I view inactive accounts?

Enable the 'Show Only Inactive' filter to view a list of inactive accounts only.