Creditor Maintenance - Account tab

Use the Account tab to maintain the creditor's:

  • account details for managing terms and conditions, and categorising the account
  • ABN and tax details
  • flags used to manage the account, such as the Hold Payments flag.

 Opening the Account tab

To open the Account tab:

  1. Select Module > Creditors > Creditor Maintenance.
    The Set Creditor Search Criteria window is displayed.
    Tip: You can also access the Set Creditor Search Criteria window by clicking .
  2. Search for the creditor. See Searching for creditors.
    The General tab of the Creditor Maintenance window is displayed.
  3. Click the Account tab.
    The Account tab of the Creditor Maintenance window is displayed.

Creditor Maintenance - Account tab key fields




Creditor category, for example, Food for a food supplier. See luCreditorSupplierCategory lookup table in the Finance manual.

Approved Supplier

Select if the supplier has been accredited as an approved supplier by your organisation.

Hold Payments

Select to hold payments being made to the supplier.
For example, a dispute may have arisen over the goods and services supplied. Payment is withheld pending agreement on a resolution.

A.B.N. Supplied

In Australia, legislation requires businesses to withhold tax from payments to suppliers who do not provide an ABN.
Select if the creditor has provided their Australian Business Number.
If this field is not selected, Synergetic asks the user if they want to generate a withholding tax credit against the supplier's account.
This field can be directly set when entering invoices.


Business identification number quoted on the supplier's invoice. This is required for reference purposes and government legislation.

A.B.N. Division

Two digit suffix for the creditor's ABN division if required.
Note: Large companies may have ABN divisions for their subsidiaries. The majority of companies do not have ABN divisions.

G.S.T. Registered

Select if the creditor is registered for GST.
Clear if creditor is not registered for GST. All general ledger journal entries are created as tax free.

Allow Auto Archive

Automatically archive the creditor's account transactions.

Invoice Prices Include Tax
Order Prices Include Tax

Select if the invoice or order price includes GST.
Note: Clear the checkbox if the supplier prices the line items of their invoices exclusive of tax, with the total for GST added in at the bottom of the invoice.

Consignment Stock Creditor

Select if the creditor has stock on consignment with you, for example second-hand books or uniform.
These creditors are typically only paid once or twice a year.

Receive Consign Stock Payment

Select to indicate that goods are donated.
Clear if the creditor is your organisation.

Purchase Order Notify Method

How the creditor receives purchase order notifications:

  • email - notifications are emailed from Synergetic
  • print - notifications are printed for mailing
  • fax - notifications are faxed from Synergetic.

Purchase Order Email Address

Select the email address the creditor uses to receive purchase order emails:

  • Default
  • Home
  • Occupation.

Purchase order emails are sent to the Purchase Order Email Address (this field) and payment (remittance) emails are sent to the Payment Email Address on the Payment Details tab of Creditor Maintenance. See Creditor Maintenance - Payment Details tab.

You can configure the creditor to use different email addresses for payments and purchase orders by selecting a different email address type in each field. For example, you could select:

  • Home Email in the Payment Email Address field
  • Occupation Email in the Purchase Order Email Address field.

To update a creditor's email addresses, see:

Normal Payment Days

Creditor's normal payment terms.
Note: A value of 1 means this creditor must be prompted for each payment.

Our Account Reference

Account reference number used by the supplier for your account.

Default Invoice Description

Description that automatically appears on the remittance advice to the supplier, for example, 'Advertisement 26/10/2014'.

Default GL Code

A default general ledger code.
Tip: If you regularly use the same general ledger code for this creditor's invoices, set that code here. This code is automatically selected on the Creditor Invoice Entry - G/L Allocation tab.