Suppliers

A new supplier is added to Shared Travel Services as soon as an employee makes a purchase with their card from a merchant not currently on the system.

If sufficient detail is provided in the data feed, Shared Travel Services will create a new supplier record for the following transaction types: purchase, credit voucher, cash withdrawals, ATM cash withdrawals and convenience checks.

For all other transaction types Shared Travel Services will retain the supplier name (if available) for display on the Travel Expenses and Transaction Details screens.

All suppliers added to Shared Travel Services are non-preferred until their status is changed to preferred. The supplier status drives the results of some search criteria within the Suppliers - Company and Suppliers - Employee reports.

As an administrator, you can set a default charge code for a selected supplier. When an employee uses this particular supplier, their transaction automatically defaults to the pre-selected charge code when it uploads into Shared Travel Services.

Tax references and vendor references can be used to map transactions on cards to vendors in your ERP to enable you to prepare a total spend analysis, whether the spend was on a card (and hence in Shared Travel Services) or on a purchase order (and hence in your ERP system).