Do I need a new Supplier for EVERY imported bank transaction

Problem reported by Iain Warren 11 years ago

I've just got started with Clearbooks and I like it but there is one problem - do I really have to create a supplier for every explanation on my imported bank statement? For example - I may have popped into a stationary shop one time to buy something however i'll never visit them again - I really don't want them on my supplier list as it clogs it up and makes it difficult to find my actual suppliers on the list. How can I avoid having to create a new supplier every time I want to explain a transaction as if I can't I'll end up with thousands of them on the drop down list?

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3 Replies

Hi Iain,

You do always need to add a supplier/customer when explaining transactions on the statement. However you can generalise contacts a little - for example you could create a supplier called Miscellaneous and use this for all the one off places that you visit.

11 years ago

I create suppliers for the majority but do use the following bulk options to avoid the list becoming endless:

Accommodation Adhoc purchases (for one offs) Parking and tolls Service stations Subsistence and entertaining Trains and planes

11 years ago

Grrrr....formatting issue!!

Try again...

I create suppliers for the majority but do use the following bulk options to avoid the list becoming endless:

  • Accommodation
  • Adhoc purchases (for one offs)
  • Parking and tolls
  • Service stations
  • Subsistence and entertaining
  • Trains and planes
11 years ago

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