Books / Customers and suppliers
Keep customer and supplier details across the books
Bookkeepers use one contact list for sales and purchases, so contact details are reused throughout a set of books.
S SecureWire Workflow illustration
Example workflow
ExampleCustomers and suppliers
Example clientExample steps
Add a customer or supplierIn progress
JLUse the contact on transactionsNot started
SKReview what is owedNot started
AMEmail a statementNot started
JLAdd a customer or supplier01 / 04
Illustrative workflow and sample data. Register interest to discuss your requirements.
How this supports your work
Bookkeepers reuse customer and supplier details across invoices, bills and statements instead of entering contacts for each transaction.
How it works
- Add a customer or supplier
- Use the contact on transactions
- Review what is owed
- Email a statement
Use the same contact in each transaction
A contact can be a customer, supplier or both. Use it on invoices, quotes, receipts, bills and purchase orders.
Use the contact on transactionsSend statements and group contacts
Email a customer statement showing what is owed by age. Organise contacts into groups.
Review what is owedRelated features
Continue with the related work
Prepare for the launch
Tell us what your team needs from accounting software
Register interest in SecureWire and ask us about the modules you need.