How to pin a supplier to the home screen

You can pin a supplier to the supplier home screen. This allows you to see a graph of upcoming payments, and overdue payments. You can quickly add a purchase order, invoice, and make payments.

Watch a quick video showing you how to pin a supplier

Or read how to pin a supplier

  1. You will see a navigation bar at the top of your screen. Click Suppliers to open the supplier tab

  2. In the top right of the screen click View all suppliers

  3. Click View next to the supplier you would like to 'pin'

  4. This will open the details of this supplier. In the top right corner click Quick links. Then click Pin supplier to home screen

  5. You can now go back to the supplier home screen and the supplier will appear. You can quickly add PO, invoices, and payments here

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