Supplier contacts and bank accounts

Supplier contacts and bank accounts

Beyond a supplier's name and terms, NexerIQ keeps two practical lists on each supplier record: the people you deal with, and the bank accounts you pay into. Keeping these up to date means the right person gets the call and payments land in the right account. This article shows how to manage both in the NexerIQ Web App.

Opening a supplier

Go to Procurement → Suppliers, then select a supplier's Code to open its detail page. Contacts and bank accounts each have their own tab, with a count shown beside the tab name.

Adding a contact

  1. Open the Contacts tab.
  2. Select New to open the contact form.
  3. Enter the Name, and optionally a Title, Email, and Phone.
  4. Tick Primary contact if this is your main point of contact.
  5. Save. The contact appears in the list, with the primary one flagged.

To change or remove a contact later, use the row buttons in the Contacts grid.

Adding a bank account

  1. Open the Bank Accounts tab and select New.
  2. Enter a Code and a display Name for the account, plus the Bank Name.
  3. Choose the Currency, and fill in the account details: Bank Code, Ledger, Account Number, and IBAN / BIC where relevant.
  4. Tick Default to make this the account used when paying the supplier, and Active to keep it in use.
  5. Save.

Default and active accounts

  • The Default account is the one NexerIQ suggests when you pay the supplier — set just one.
  • Mark an account Inactive instead of deleting it when it's no longer used, so past payments keep their reference.

Tip: enter complete bank details before your first payment run to the supplier — accurate account numbers and IBANs keep payments from bouncing.

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