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Suppliers overview

Creating a supplier and finding linked expenses and received documents.

In Accounting → Suppliers, keep the records of people and companies that provide services or expense documents. Open a supplier to see linked expenses and received documents.

Supplier data

On the list, press New vendor, complete the page and confirm with Create supplier.

Enter at least Name / Company name. You can add type, default payment method, contacts, tax details and address when needed.

Search for Country and Province by name or code. For foreign suppliers, enter Province / State freely; historical values remain readable.

The default method can prefill new expenses for that supplier. You can choose a different method on each expense.

Import from CSV

Use Import to create or update suppliers in the active company. A row can have three outcomes:

  • The row has the ID column (you find it in the export): Reneva updates that supplier.
  • The row has no ID, but its VAT number or tax code (with the country) matches an existing supplier: Reneva links the row to that supplier and does not change its details.
  • Neither applies: Reneva creates a new supplier.

The name alone updates nothing: a row without an ID whose name matches an existing supplier, even with spaces around it, is rejected. To correct a supplier, export the list and re-import the file with the ID. An archived supplier is neither updated nor linked.

An unrecognized type leaves the field blank. If Reneva cannot recognize a country, it leaves that field blank and reports it in the import summary; correct it in the supplier record.

Expenses and documents

When recording an expense, select the Vendor to link it to their record. From the supplier record, you can then find available expenses and received documents: in the Situation tab the list shows the essential columns, with Document last (one click opens the file), and you can add the others from the columns button. At the top of the list you choose the period, as in Expenses: only suppliers with expenses on those dates remain, and Total expenses adds up just those. With See all you see every supplier and the expenses from all years.

Archive or delete

Use Archive to remove a supplier from new selections without losing history. Reneva does not allow deletion when linked expenses or received documents exist.

See also