Vendor help index
All Britixo help articles related to vendor.
Create billable task time on an invoice
Create billable task time on an invoiceSelect eligible unbilled time and convert it into invoice line items.Projects, tasks and time tracking
Open guide →GuideEnable Accounting access and permissions
Enable Accounting access and permissionsAssign the minimum Accounting & Bookkeeping capabilities required for each role without exposing settings or destructive actions unnecessarily.Accounting & Bookkeeping
Open guide →GuideUnderstand double-entry accounting in Britixo
Understand double-entry accounting in BritixoLearn how debits, credits, source records, ledger accounts and balanced journal lines work inside the module.Accounting & Bookkeeping
Open guide →GuideComplete the Accounting setup checklist
Complete the Accounting setup checklistConfigure the module in a controlled order before converting live transactions or relying on reports.Accounting & Bookkeeping
Open guide →GuideChoose cash or accrual accounting
Choose cash or accrual accountingUnderstand the accounting-basis setting and how it changes the timing of income and expense recognition.Accounting & Bookkeeping
Open guide →GuideConfigure account numbers and default accounts
Configure account numbers and default accountsStandardise ledger numbering and select the accounts used as controlled defaults by conversion workflows.Accounting & Bookkeeping
Open guide →GuideTroubleshoot a hidden Accounting menu or action
Troubleshoot a hidden Accounting menu or actionIdentify whether a missing screen is caused by permissions, inactive integrations, configuration or record state.Accounting & Bookkeeping
Open guide →GuideChart of Accounts overview
Chart of Accounts overviewUnderstand the ledger account list, account types, active status, balances and how accounts are used by mappings and reports.Accounting & Bookkeeping
Open guide →GuideAdd or edit a manual register transaction
Add or edit a manual register transactionRecord a controlled manual debit-and-credit transaction directly from the registers area when no supported source document exists.Accounting & Bookkeeping
Open guide →GuideConfigure payment mode account mappings
Configure payment mode account mappingsMap each CRM payment mode to the correct cash, bank or clearing account for received and paid transactions.Accounting & Bookkeeping
Open guide →GuideConfigure tax account mappings
Configure tax account mappingsConnect each CRM tax rate to the correct input-tax or output-tax ledger account used by sales and purchase transactions.Accounting & Bookkeeping
Open guide →GuideConfigure Purchase module mappings
Configure Purchase module mappingsMap purchase orders, supplier invoices, payments, refunds, returns and debit notes when the Purchase module is active.Accounting & Bookkeeping
Open guide →GuideConvert expenses and recurring expenses
Convert expenses and recurring expensesCreate accounting entries from manual, imported and automatically generated CRM expenses.Accounting & Bookkeeping
Open guide →GuideConvert Purchase orders, invoices, payments and refunds
Convert Purchase orders, invoices, payments and refundsReview every Purchase integration transaction type and post eligible supplier activity using configured mappings.Accounting & Bookkeeping
Open guide →GuideCreate banking rules
Create banking rulesAutomate repeatable classification or matching suggestions for feed transactions with consistent descriptions, payees or amounts.Accounting & Bookkeeping
Open guide →GuideAdd a bank transaction from a feed
Add a bank transaction from a feedCreate a new Accounting transaction from a bank-feed row when no existing CRM or ledger transaction represents the movement.Accounting & Bookkeeping
Open guide →GuideMatch a bank transaction
Match a bank transactionConnect a feed row to an existing Accounting transaction such as a customer payment, supplier payment, transfer or manual entry.Accounting & Bookkeeping
Open guide →GuideBulk match bank transactions
Bulk match bank transactionsMatch a feed row or selected feed rows to multiple compatible Accounting transactions using the module's bulk-match tools.Accounting & Bookkeeping
Open guide →GuideJournal entries overview
Journal entries overviewUse manual multi-line journals for accruals, reclassifications, corrections and other approved accounting events not created by a source workflow.Accounting & Bookkeeping
Open guide →GuideSupplier bills overview
Supplier bills overviewCreate, approve, pay and track supplier bills inside Accounting while maintaining vendor, tax and ledger connections.Accounting & Bookkeeping
Open guide →GuideCreate and edit a supplier bill
Create and edit a supplier billRecord a supplier liability with accurate vendor, dates, lines, accounts, tax, memo and attachments.Accounting & Bookkeeping
Open guide →GuideCreate a recurring supplier bill
Create a recurring supplier billConfigure a bill to generate future supplier liabilities on a repeat schedule without re-entering the template each period.Accounting & Bookkeeping
Open guide →GuideApprove and manage bill statuses
Approve and manage bill statusesMove supplier bills through review and payable states before payment and prevent inappropriate payment actions.Accounting & Bookkeeping
Open guide →GuidePay a supplier bill
Pay a supplier billRecord a payment against one or more approved supplier bills using check, card, electronic payment or cash methods.Accounting & Bookkeeping
Open guide →GuideManage bill-payment allocations and attachments
Manage bill-payment allocations and attachmentsReview how a supplier payment is distributed across bills and maintain supporting payment files without changing unrelated liabilities.Accounting & Bookkeeping
Open guide →GuideVendor management overview
Vendor management overviewMaintain supplier identities, contact and payment information used by bills, checks and Accounts Payable reports.Accounting & Bookkeeping
Open guide →GuideCreate and edit a vendor
Create and edit a vendorAdd a supplier with unique identity, contact, address and payment information for Accounting workflows.Accounting & Bookkeeping
Open guide →GuideImport vendors from a spreadsheet
Import vendors from a spreadsheetLoad multiple suppliers using the module's sample workbook and correct rejected rows safely.Accounting & Bookkeeping
Open guide →GuideUse the vendor profile and transaction history
Use the vendor profile and transaction historyReview supplier details, bills, payments and account position from the vendor profile.Accounting & Bookkeeping
Open guide →GuideChecks workspace overview
Checks workspace overviewConfigure, create, sign, print, reprint, register and void supplier checks while maintaining bill and bank-account links.Accounting & Bookkeeping
Open guide →GuideConfigure check layout, bank details and signatures
Configure check layout, bank details and signaturesSelect a supported check style and control the bank address, company logo, numbering and signature presentation.Accounting & Bookkeeping
Open guide →GuideCreate, sign and print a check
Create, sign and print a checkPrepare a check from approved bill payments or permitted transactions, then sign and print it through the controlled module workflow.Accounting & Bookkeeping
Open guide →GuideUse the check register, reprint and void controls
Use the check register, reprint and void controlsTrack check numbers and status, reprint only when justified and retain a clear void history for unusable or cancelled checks.Accounting & Bookkeeping
Open guide →GuideLink checks to supplier bills
Link checks to supplier billsSelect approved supplier bills for a check and keep the check amount, allocations and payable balances consistent.Accounting & Bookkeeping
Open guide →GuideCheck transactions against a project budget
Check transactions against a project budgetUse budget mappings and enforcement settings to compare proposed project spending with approved category limits.Accounting & Bookkeeping
Open guide →GuideAccounting report centre overview
Accounting report centre overviewNavigate the full Accounting report catalogue and choose the correct statement, ledger, ageing, tax, banking or management report.Accounting & Bookkeeping
Open guide →GuideUse General Ledger, Journal and Trial Balance reports
Use General Ledger, Journal and Trial Balance reportsTrace every posted debit and credit, review journal sequence and confirm total debits equal total credits.Accounting & Bookkeeping
Open guide →GuideUse transaction and account audit reports
Use transaction and account audit reportsInvestigate ledger activity through Account History, Recent Transactions, Transaction Detail by Account and Transaction List by Date.Accounting & Bookkeeping
Open guide →GuideUse Accounts Payable ageing reports
Use Accounts Payable ageing reportsReview unpaid supplier balances by age in summary and detailed bill or purchase-invoice views.Accounting & Bookkeeping
Open guide →GuideUse Tax Detail, Summary and Liability reports
Use Tax Detail, Summary and Liability reportsReview taxable transactions, totals by tax rate and the resulting tax payable or receivable position.Accounting & Bookkeeping
Open guide →GuideUse Deposit Detail and Check Detail reports
Use Deposit Detail and Check Detail reportsReview deposits and check activity by account, date, payee and transaction reference.Accounting & Bookkeeping
Open guide →GuideReview expense and finance results
Review expense and finance resultsAnalyse converted CRM expenses, supplier bills and related financial statement impact through detailed and summary reports.Accounting & Bookkeeping
Open guide →GuideExport, print and filter Accounting reports
Export, print and filter Accounting reportsProduce controlled PDF, spreadsheet or printed outputs with enough filter context to be reproducible.Accounting & Bookkeeping
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