Set up customers and suppliers

Select the correct managed business.

Customer and supplier codes belong to that business.

Prepare the canonical names, contact details and the applicable receivable or payable accounts.

Check whether Company Code classification is enabled before completing the master template.

Use the Customer template to create or update customer master records in bulk.

In Customers, choose Default payment basis: Credit Sale requires Receivable Account; Immediate Payment hides it and does not require it.

Select the Bank/Cash account on the immediate-payment invoice.

Default_Payment_Basis appears beside Receivable_Account_Code in the template and customer register export.

Older templates without it default to Credit Sale.

Invoices inherit the customer default; review Payment Basis for each sale and do not enter another receipt for an immediate-payment invoice.

In the manual Customer and Supplier forms, select Generate code beside the code field to request an unused six-digit numeric code for the selected managed business.

The generated value remains editable, and WiseWage asks for confirmation before replacing a code already entered; saving still repeats the server-side uniqueness check.

In the customer create or edit form, choosing Nigeria displays the official NRS State dropdown and then filters the NRS LGA dropdown to the selected state; changing the state clears the prior LGA, while choosing another country clears both Nigerian location codes.

State and LGA are optional when creating a basic customer master, but if either is supplied both must be selected as a valid pair.

The Customer upload workbook follows the same order with Country_Code, NRS_State_Code, and a dependent NRS_LGA_Code dropdown.

The importer resolves the displayed codes, validates them against the current NRS lists, rejects Nigerian state/LGA values for other countries, and continues to accept older templates without these optional fiscal-location columns.

Customer Code and Customer Name are required.

Receivable Account Code is required for Credit Sale; Immediate Payment does not require it.

When at least one active Company Code exists, WiseWage also shows Company Code in the Customer and Supplier forms and templates and requires it in both master templates; when none exists, WiseWage omits the field and workbook column completely and creates the records company-wide.

The customer account dropdown lists active Asset accounts classified as Accounts Receivable for the selected managed business; cash, revenue, expense, and other Asset accounts are not accepted.

An existing Customer Code is updated on upload.

The customer upload highlights Select a file first, keeps Upload customers disabled until a completed workbook is selected, and then shows the filename in a green Ready state.

Use the Supplier template in Suppliers to create or update suppliers in bulk; its Payable Account Code dropdown lists active Liability accounts, and an existing Supplier Code is updated on upload.

Supplier aliases are not maintained: transaction rows match the exact Supplier Code first or, when no code is supplied, one exact canonical Supplier Name.

The supplier upload highlights Select a file first and keeps Upload suppliers disabled until a completed workbook is selected; the selected filename then appears in a green Ready state.

When an uploaded Expense Register supplies a usable unmatched Supplier Code value containing a supplier name, WiseWage immediately creates one six-digit provisional Supplier Master record marked Review required.

Duplicate names within the workbook create only one provisional supplier.

The Suppliers menu and notification bell show the review count, while affected expense rows remain blocked.

Open each provisional supplier, confirm or correct its details, and save it; WiseWage then applies the reviewed code and name to matching rows and clears their supplier-review error.

Bank Statement Scanner names can also be created explicitly for review.

Posting remains strict and never creates suppliers.

When an uploaded Invoice Register supplies a usable unmatched Customer Name without a Customer Code, WiseWage creates one six-digit provisional Customer Master record marked Review required.

Duplicate names create only one provisional customer, and the invoice rows remain blocked until the customer is reviewed and saved.

Posting itself remains strict and never creates customers.

The Suppliers and Customers menus, plus the notification bell, show the outstanding counts; edit the record or update it through its master template to clear the review flag.

Customer and Supplier master rows distinguish Has posted transactions from Has unposted transactions and show both badges when both lifecycle groups exist.

In Customers or Suppliers, select the eye action to open the relevant activity view.

It includes PENDING, VALIDATED, ERROR, WARNING, and POSTED register rows with a lifecycle badge on every row; unposted rows remain visible without journal lines, while statement totals and balances continue to use posted activity only.

WiseWage groups balanced posted journal lines into one business transaction and shows invoices or bills, receipts or payments, running receivable or payable balances, document-currency totals, and group-currency values using the exact scoped closing FX rate for the transaction period.

If that period has no active rate yet, WiseWage uses the latest active earlier-period rate for the same Company Code, then the applicable entity or global fallback; a future-period rate is never applied backward.

Use the filters to narrow a customer or supplier statement, then select Export filtered statement to download exactly the displayed transactions and their underlying journal lines.

Customer workbooks keep Invoiced, Received, and Credits as positive magnitudes; supplier workbooks keep Billed, Paid, and Credits as positive magnitudes.

The formula-driven Net Movement subtracts receipts, payments, and credits as applicable, and Running Balance accumulates that movement separately for each document currency in chronological posting-date order.

Expand View journal only when you need to inspect those lines on screen.

Select Export Customer register for the customer master.

• In Suppliers, apply your filters and select Export current view to download only the visible suppliers in their displayed order.
• Both retain the upload-template format, header guidance, dropdowns and all editable fields.

Edit existing rows or add new codes, then upload the workbook through the corresponding bulk upload.

Existing codes update their master records and new codes create records.

Customer and Supplier templates pre-format Customer Code, Supplier Code, Company Code, Phone, Tax ID, and receivable or payable account codes as Excel text so leading zeroes remain intact.

Keep that format when pasting values.

An import rejects any of these identifier cells when Excel has stored it as a number, because WiseWage cannot reconstruct a leading zero already removed by Excel.

Customer and Supplier register exports also write their identifier fields as strings and retain the text format.

Use Edit to correct the canonical customer name, contact details, receivables account, or status.

• Company Code is available there only when the company has at least one active Company Code.
• Delete is available only for an unused Customer Master record after the in-app confirmation.
• A customer referenced by saved, uploaded, or posted invoice or receipt transactions must be marked inactive instead, preserving the audit trail.