The Suppliers page is your directory of businesses you pay through Budgetly. Adding suppliers makes bill creation faster and helps you track spending by vendor.
| Payment method | Required fields |
|---|---|
| Bank transfer | Account name, BSB, Account number |
| BPAY | Biller code, Customer reference number (CRN) |
How to create a supplier
Important: If you enter a supplier name that already exists, Budgetly will warn you about the potential duplicate.
- Click Suppliers in the sidebar.
- Select the New supplier button at the top right.
- Enter the supplier details:
- Supplier name (required)
- ABN (optional)
- Email (optional)
- Fill in the Address section:
- Street address
- Building / level / suite (optional)
- City / suburb
- State / territory and Postcode
- Scroll down to the Payment section and choose a payment method:
Bank transfer (default)
- Account name
- BSB / Branch and Account number
BPAY
- Biller code — the numeric code that identifies the BPAY biller (3–10 digits, found on your bill or invoice).
- Customer reference number (CRN) — your unique reference for that biller (digits only, max 20 characters, also found on your bill).
Budgetly validates the biller code and CRN in real time. If validation succeeds, the biller name is displayed for you to confirm before saving.
Note: If the biller code or CRN cannot be validated, you will see an error message and the supplier will not be created. Double-check the details on your bill and try again. BPAY supplier details cannot be edited after creation — if the biller code or CRN changes, create a new BPAY supplier with the correct details and delete the old one.
- Click Add supplier.
Viewing supplier details
- Click Suppliers in the sidebar.
- Open a supplier by clicking their name.
- The detail page has three tabs:
- Details — supplier information and a delete option.
- Transactions — all transactions associated with this supplier.
- Recent actions — audit log of changes to this supplier.
Creating a bill from a supplier
From a supplier’s detail page, click the New bill button at the top right. The supplier will be pre-filled on the bill form.
Deleting a supplier
Important: Deleted suppliers are marked as archived. Their transaction history is preserved but they can no longer be selected for new bills.
- Open the supplier’s detail page.
- On the Details tab, click Delete supplier.
- Confirm the deletion.