Capture/import/release vendor credit.

With AbaNinja, you can easily and efficiently record vendor credits.

Prerequisite: This feature is only available with a paid subscription.

Function and process

Select the Vendors > Vendor Credits section from the menu.
Click on Capture Vendor Credit in the upper right corner.
You can now upload the credit as a document (e.g. PDF, PNG, JPG, JPEG). Simply drag and drop the desired document into the upload field or click on the field to select the file.
After importing, the capture mask opens. Many information from the document is automatically taken over, such as address, date, amount and positions. You can check these data and adjust them if necessary.
Add missing information, such as the expense account or a comment.
Save the credit. It now appears in the overview list of vendor credits with the status "Open" or "Confirmed", depending on the processing status.

You keep track of all received vendor credits and their status.
The automatic data transfer from the document saves time and reduces errors.
The credits are directly taken over into the accounting and are available for further processing.

Allowed file formats for import are: PDF, PNG, JPG, JPEG.
Imported vendor credits are initially stored as "Open" and remain editable.
Make sure the information such as amount, date and allocation is correct before releasing the credit.
You can always add comments or view the document again in the detail view of the credit.
Use the search and filter functions in the overview to specifically search for certain credits.
It is possible to import several vendor credits at the same time.

Tip: If you regularly receive vendor credits, it is recommended to import them via drag and drop. This saves time and avoids manual entry errors.