Payables → Suppliers is the supplier master for your workspace: one Cortena supplier can link to multiple creditor accounts, related invoices, and merge history.
Related: Reviewing supplier bank details, Duplicates, and Editing invoices.
1. Open the suppliers workspace
- Go to Payables → Suppliers (nav label Suppliers under Payables).
- Search and select a supplier to open the detail panel.
The page requires tenant feature Accounts payable suppliers for normal users. Supplier resolution on the backend still runs when the UI is hidden; super admins can preview the workspace in Admin mode when the feature is off for the tenant.
Permissions: View suppliers to browse; Edit suppliers to change master data and run merges.
2. Related and Activity
The right panel has two tabs:
- Related · linked payables, creditor accounts, and other records tied to this supplier.
- Activity · audit-style timeline of supplier creates, edits, merges, and linked invoice events.
Use Related to see spend context; use Activity when investigating who merged suppliers or changed creditor links.
3. Merge duplicate suppliers
When two records represent the same vendor:
- Open the supplier you want to keep (or the source record per your process).
- Open the ⋯ menu on the supplier panel.
- Choose Merge into… and pick the target supplier.
- Confirm · Cortena moves links and records merge history in Activity.
After a merge, matching prefers the surviving creditor-first supplier identity so new invoices attach to the correct master.
4. Creditor-first matching
When an invoice arrives, Cortena resolves the supplier master before proposing creditor accounts on the match. Keeping the supplier workspace accurate reduces wrong creditor picks and duplicate vendor rows in accounting export.
Related: Editing invoices (creditor combobox), Connecting your accounting system.
Tips and limitations
- Without Accounts payable suppliers, users see a coming-soon state · enable the feature for the tenant to expose Payables → Suppliers.
- Merge is destructive for the source supplier record · review Related invoices before merging.
- ERP-synced creditors may still create rows in reference data; the supplier master complements but does not replace accounting system vendor records.
Quick reference
| Task | Where |
|---|---|
| Browse suppliers | Payables → Suppliers |
| See linked invoices | Supplier → Related |
| Audit changes | Supplier → Activity |
| Dedupe vendors | Supplier ⋯ → Merge into… |
| Enable UI | Tenant feature Accounts payable suppliers |