Which Category to use when setting up a supplier in Hosted

Retreev

I am cleaning up our suppliers information and have noticed under 'additional info' in the suppliers details, there is a drop down box to catergorise and choose the type. What is the best one to choose?

I am doing this to eventually set up paying our creditors via an ABA file, so I want to make sure all details are correct before trying to attempt the ABA file. Many of the suppliers are listed as 'Cheque Supplier' and others are listed as 'Direct Debit Supplier'.

I'm guessing it should be cheque, but just want to confirm.

Thank you.

Acctd4

Hi Retreev

The Type field is an optional categorisation in both Customer & Suppliers. It’s generally used to “group” different types eg a real estate may choose to categorise their Customers as Residential & Commercial types. It sounds like someone has created these specific “Types” in your file.

It’s not linked to the exporting of ABA files at all as this is done by setting your Preferences & bank accounts(s) for Online Banking & selecting Bank (Online) as the payment method

If you do a search (here in the forum, online generally or in the Help files within the program), you’ll find in-depth info on this ☺️