Manage your Suppliers

Manage all of your Suppliers in one place. From adding contact details, and payment details and viewing reports and account statements.

From the Supplier tab, click New Supplier +. Add the supplier’s name and the currency, then click Add.

Save supplier bank details for Voly Money payments (if applicable)

To make payments directly from the Voly platform, you will need to save your suppliers as new beneficiaries.

To make your Supplier a beneficiary you will need to view the Make a Payment from Your Voly Money Accounts article.

You have the option within Voly to merge two supplier accounts.

Go to Suppliers. Click on the supplier you wish to keep from the list > Supplier Details > Merge Supplier.

Select the supplier you wish to merge the supplier account with (in the dropdown list, you will see all suppliers with the same currency, or use the Supplier Name box to find the other supplier name you wish to merge). Then click Merge Supplier.

You have the function within Voly to save your supplier’s details, such as email address, contact name, etc.

Edit the supplier’s name

Go to Suppliers and click on the 'i' symbol alongside the supplier name.

Edit the name in the Supplier Name box. Then, click anywhere outside the box to save the new name.

Edit supplier’s currency

A supplier is always locked with a currency on the Voly platform. This means that once the supplier has been saved in the system and has associated transactions, you won’t be able to change its currency. Instead, you will need to save it as a new supplier.

You will be able to delete a supplier only if there are no transactions saved against it!

1. Go to the Suppliers tab

2. Click on the supplier in the list

3. Click Delete Supplier and confirm. The supplier has now been deleted.

Still have questions?

Send us a message through the chat icon in the web app, email us or keep looking through our Help Centre for more information.