How to bulk change the creditor Status, ABN, and address

Overview

To change creditor Status, ABN and Address details for many creditors at once, complete the upload template and upload it, then choose to update those fields.

Bulk update the creditors

1. Go to System Admin > Define Companies > Upload Data and select TAXPAYMNT (Taxable Payments Reporting to ATO).

2. Click Open Template — it downloads automatically. Complete the mandatory columns: Work Id, Creditor, Creditor/Subcontractor, Creditor ABN, Address, Status (A/I), Invoice Payments Included and S/C Payments Included.

• Status — A = Active, I = Inactive.
• Invoice Payments Included — flag as either Y or N.
• S/C Payments Included — flag as either Y or N.

3. Upload the completed file via Upload to the Server.

4. Once it uploads successfully, go to Validate and Insert.

5. Tick Update ABN, Address and Status fields, then click OK.

6. To test, go to Finance > Accounts Payable > Maintain Creditors and check your changes.