Record a Transfer & Add a Vendor | Accounting and Bookkeeping Software | UK Compliant.

Managing transfers and vendors in Britixo ensures that your accounts remain accurate and your payables are properly tracked. Transfers are used to move money between accounts, while vendors help you manage suppliers and subcontractors efficiently.

Record a Transfer

When you move money from one account to another, you must record it as a transfer.

Create a Transfer

1. Go to Accounting → Transfer.
   
   

2. Click Add.
   
   

3. In the transfer window, complete the following:
   
   

• Transfer funds from → Select the bank account where the money is taken.
  
  

• Transfer funds to → Select the bank account where the money is deposited.
  
  

• Date → Enter the transaction date.
  
  

• Transfer Amount → Enter the transfer amount.
  
  

• Description (optional) → Add any details for reference.
  
  

4. Click Save.
   
   

Edit a Transfer

1. Go to Accounting → Transfer.
   
   

2. Select the transfer you want to modify.
   
   

3. Click Edit → Make changes → Click Save.
   
   

Delete a Transfer

1. Go to Accounting → Transfer.
   
   

2. Hover over the transfer and click Delete.
   
   

3. Confirm deletion in the pop-up.
   
   

Mass Delete Transfers

1. Select multiple transfers in Accounting → Transfer.
   
   

2. Click Manipulation → Mass delete.
   
   

3. Confirm in the pop-up → Transfers will be deleted.
   
   

Add a Vendor

Vendors are people or companies you owe money to or subcontractors who provide services. In Britixo, vendors are linked to the Bill feature and the Purchase module.

Create a Vendor

1. Go to Accounting → Vendor.
   
   

2. Click New Vendor.
   
   

3. Complete vendor details:
   
   

• Vendor Code → Unique identifier (required).
  
  

• Company → Vendor’s company name (required).
  
  

• Balance & As of Date → Adds an opening balance, auto-generating a bill in Accounting → Bills (mapped to Other Selling Expenses & A/P).
  
  

• VAT Number, Phone, Website, Address, City, State, ZIP, Country, Currency, Default Language.
  
  

4. Add Billing & Shipping Details:
   
   

• Billing Address → Street, City, State, ZIP, Country.
  
  

• Use Same as Vendor Info to copy details.
  
  

• Shipping Address → Street, City, State, ZIP, Country.
  
  

• Use Copy Billing Address to duplicate billing info.
  
  

5. Click Save.
   
   

Import Vendors

1. Click Import Vendors.
   
   

2. Download the Sample Template.
   
   

3. Enter vendor details in the template file → Save.
   
   

4. Upload the file via Choose File → Import.
   
   

5. If errors occur, download the Error File to review corrections.
   
   

Vendor Details

1. Go to Accounting → Vendor.
   
   

2. Select a vendor → Click View.
   
   

3. Update or review vendor information as needed.
   
   

With Transfer Recording and Vendor Management in Britixo, your financial workflows stay clear, traceable, and aligned with proper accounting practices.