There are two ways to create a supplier in Weel as part of the Accounts Payable workflow. You can either add a supplier directly via the Suppliers page or create one during the bill creation process.
Option 1: Create a supplier from the Suppliers page
This method is ideal if you'd like to create and manage suppliers before uploading invoices.
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Navigate to the Suppliers page.
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Click the green ‘Add new supplier’ button at the top right corner.
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A slide-out form will appear — fill in the required supplier details, banking details, and any optional supplier rules.
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Click ‘Save supplier’.
The supplier will now appear in your supplier list with a Pending status.
To approve the supplier, simply attach it to an invoice you'd like to pay. The supplier will be approved when the invoice is submitted for approval in Accounts Payable.
Option 2: Create a supplier during bill creation
This option allows you to create a supplier as part of uploading and submitting a new invoice for payment.
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Go to the Accounts Payable section.
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Click ‘Create new bill’ and upload your invoice.
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Our AI-powered OCR tool will extract supplier information from the invoice and pre-fill the details for you.
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Review the extracted supplier details:
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If the details are correct, ensure the ‘Create a new supplier’ box is ticked and click ‘Proceed with this supplier’.
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If you'd prefer to enter the information manually, uncheck ‘Use extracted data’ and you’ll be prompted to input the details later in the form.
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Continue to the bill submission form, confirm the pre-filled supplier details are correct by clicking ‘Edit supplier’ to review the details. Make any required changes, then click ‘Save supplier’ to create your supplier.
Once the bill is completed and submitted for approval, your supplier will be automatically submitted for approval alongside the invoice.