Creating a Supplier

Please Note: This article relates to both the TM2 and TM3 versions of the desktop software.

This guide will show you how to create a Supplier within TM2.

Creating a Supplier

You are able to create a Supplier within TM2.  This allows you to make a record of the company details that you are paying expenditures to.  

To do this

  1. Go to Practice - Suppliers
  2. Right-Click Supplier Screen - New Supplier
  3. Supplier Information window will open
  4. Enter Information - Press Create

When you next create an expenditure within TM2, you will be able to add this company as a Supplier.

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Setting a Supplier to Not In Use

If you no longer want to make use of a Supplier, you are able to set a Supplier to Note In Use.  

To do this

  1. Go to Practice - Suppliers
  2. Double-Click on the Supplier Record
  3. Un-tick 'In Use'
  4. Press Update

The record will now be set to not in use.  Please note that you can not delete a supplier as the supplier may still be referencing retroactive records.

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