This is part of the "Submit my Invoice" module. If you are interested, reach out to your Spendesk Customer Success Manager.

Create a new supplier - Requesters

When you upload your invoice and it's a new supplier, you can join a proof of bank details directly into the request. If you don't have them, no worries, you can still submit your request.

Add supplier details while reviewing your invoice - Controllers and Account Owners

In "Invoices > Review", you can't validate an invoice if the supplier's details are incomplete. Click over to the supplier tab and any relevant information.

Legal name and bank details are the most important; especially if your supplier is settled within the eurozone. If the IBAN section remains empty, you won't be able to generate an XML SEPA file to pay your supplier online.

Once your supplier is created, the information is saved and will be reused next time you get an invoice from him/her.

Create a supplier without reviewing an invoice - Controllers and Account Owners

Another way to add your suppliers is to create them from "Invoices > Suppliers".

Click on the "Create a supplier button" and fill out the boxes. Next time you submit an invoice from this supplier, we'll recognize the right information linked to him/her.

👉 From "Invoices > Suppliers", you also find some information related to each of your suppliers: how many invoices you've submitted, the total amount paid and the pending amount. Handy to have an overlook your cash management flow!

Create suppliers in bulk - Controllers and Account Owners

If you have many suppliers you'd like to add in bulk on Spendesk, get in touch with your Success Account Manager so he/she can add your list on your account.

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