Creditor detail
View and manage a supplier's profile, invoice history, monthly spend, accounting defaults, and approval routing.
Creditor detail
The creditor detail panel opens when you click a creditor in the list. It is organized into tabs; the tabs visible to you depend on your permission level.
Tabs at a glance
| Tab | Who sees it | Contents |
|---|---|---|
| Details | All users | Creditor profile — name, address, tax ID, custom fields |
| Invoices | Admins | All invoices from this creditor, with paging and sorting |
| Monthly | Admins | Month-by-month spend breakdown |
| Accounting | Admins (accounting module required) | Default dimension values for this creditor's invoices |
| Options | Admins | Approval routing and auto-complete settings |
Details tab
Shows all fields configured for creditors — core fields such as name, ERP ID, tax ID (VAT number), address, website, and any custom fields. Administrators can edit all fields; regular users see a read-only view.
Click Save to apply your changes.
Merged identities — If this creditor was created by merging duplicates, the secondary identities (name, tax ID, email, website of the merged records) are listed here as aliases. You can remove an alias if it was merged incorrectly; the alias supplier will then be treated as a separate creditor again.
Invoices tab
Shows all invoices associated with this creditor using the same paging, sorting, and action options as the main invoice list. Admins only.
Monthly tab
A month-by-month breakdown of invoice spend for this creditor — useful for spotting seasonal patterns, spend anomalies, or confirming contract volumes.
Accounting tab
When the accounting module is enabled, this tab lets admins set default dimension values (e.g., default cost center, account) that are pre-filled on every new invoice from this creditor.
Options tab
The Options tab controls two automation settings for this specific creditor:
First approver — Assign a specific user or group who receives this creditor's invoices first, overriding the company-wide default flow. Leave blank to use the company default.
Auto-complete to status — When enabled, iApprove automatically advances an invoice to the chosen status as soon as it passes validation (lines balanced and all required fields filled). This is useful for creditors whose invoices require no manual review (e.g., recurring utilities).