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.
How to create a supplier
- Click Suppliers in the sidebar.
- Click the New supplier button at the top right.
- Enter the supplier details:
- Name (required)
- ABN (optional but recommended)
- Email and phone (optional)
- Bank details — BSB and account number for bill payments.
- Click Save.
[screenshot: New supplier form showing name, ABN, email, phone, and bank details fields]
Important: If you enter a supplier name that already exists, Budgetly will warn you about the potential duplicate so you can avoid creating duplicates.
Viewing supplier details
- Click Suppliers in the sidebar.
- Click on a supplier name to open their detail page.
- 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
- Open the supplier’s detail page.
- On the Details tab, click Delete supplier.
- Confirm the deletion.
Important: Deleted suppliers are marked as archived. Their transaction history is preserved but they can no longer be selected for new bills.