{"id":143474,"date":"2026-08-24T09:45:48","date_gmt":"2026-08-24T09:45:48","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=tutorial&#038;p=143474"},"modified":"2026-08-26T15:02:32","modified_gmt":"2026-08-26T15:02:32","slug":"add-a-new-supplier-while-adding-an-expense","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/add-a-new-supplier-while-adding-an-expense\/","title":{"rendered":"Add a New Supplier While Adding an Expense"},"content":{"rendered":"<div dir=\"ltr\" lang=\"en\">\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><span style=\"font-weight: 400;\">This feature allows the mobile app user to create a new supplier directly from the <\/span><b style=\"color: #111827;\">\u201cAdd New Expense\u201d<\/b><span style=\"font-weight: 400;\"> screen, without needing to leave the screen or interrupt the workflow to add the supplier from a separate location.<\/span><\/p>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><b style=\"color: #111827;\">Before You Begin<\/b><\/p>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Make sure the <\/span><b style=\"color: #111827;\">\u201cAdd Expense\u201d<\/b><span style=\"font-weight: 400;\"> permission is enabled under the <\/span><b style=\"color: #111827;\">\u201cEmployees\u201d<\/b><span style=\"font-weight: 400;\"> section in <\/span><b style=\"color: #111827;\">\u201cManage Employee Roles\u201d.<\/b><\/li>\n<\/ul>\n<h2 id=\"steps_to_add_a_new_supplier_while_adding_an_expense\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Steps to Add a New Supplier While Adding an Expense<\/h2>\n<ol style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">From the home screen, tap <\/span><b style=\"color: #111827;\">\u201cAdd Expense,\u201d<\/b><span style=\"font-weight: 400;\"> or from the <\/span><b style=\"color: #111827;\">\u201cExpenses\u201d<\/b><span style=\"font-weight: 400;\"> screen, tap the add icon.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">While adding an expense on the screen, if you need to add a supplier that doesn\u2019t already exist in the system, tap <\/span><b style=\"color: #111827;\">\u201cAdd Supplier\u201d<\/b><span style=\"font-weight: 400;\"> below the Supplier field.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">A full-screen form opens to create the supplier, and includes the following fields:<\/span>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"font-weight: 400;\" aria-level=\"2\"><b style=\"color: #111827;\">Business Name<\/b><span style=\"font-weight: 400;\"> (required).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><b style=\"color: #111827;\">First Name<\/b><span style=\"font-weight: 400;\"> (optional).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><b style=\"color: #111827;\">Last Name<\/b><span style=\"font-weight: 400;\"> (optional).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><b style=\"color: #111827;\">Country<\/b><span style=\"font-weight: 400;\"> (optional) \u2014 defaults to the company\u2019s registered country on the account.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><b style=\"color: #111827;\">VAT Number<\/b><span style=\"font-weight: 400;\"> (optional).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><b style=\"color: #111827;\">C.R \/ Unified Number<\/b><span style=\"font-weight: 400;\"> (optional).<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Enter the required data, at minimum the <\/span><b style=\"color: #111827;\">Business Name<\/b><span style=\"font-weight: 400;\"> (the remaining fields are optional).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Tap the <\/span><b style=\"color: #111827;\">\u201cSave\u201d<\/b><span style=\"font-weight: 400;\"> button to save the new supplier or tap <\/span><b style=\"color: #111827;\">\u201cClear All\u201d<\/b><span style=\"font-weight: 400;\"> to delete all entered data, and tap the cancel icon to discard the new supplier.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The system creates the new supplier and automatically returns you to the Add Expense screen.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The new supplier appears automatically selected in the Supplier field on the expense.<\/span><\/li>\n<\/ol>\n<h2 id=\"how_the_system_works\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">How the System Works<\/h2>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Once saved successfully, the user is immediately returned to the Add New Expense screen, with the new supplier automatically assigned to the expense being created, without needing to select it manually from the list.<\/span><\/li>\n<\/ul>\n<h2 id=\"validation_rules\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Validation Rules<\/h2>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b style=\"color: #111827;\">Business Name<\/b><span style=\"font-weight: 400;\"> (required, minimum 2 characters): if left empty or entered with fewer than 2 characters, an inline validation message appears directly below the field: <\/span><b style=\"color: #111827;\">\u201cBusiness name must be at least 2 characters\u201d.<\/b><\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><b style=\"color: #111827;\">VAT Number<\/b><span style=\"font-weight: 400;\"> is validated according to the selected country\u2019s format (alphanumeric).<\/span><\/li>\n<\/ul>\n<h2 id=\"notes\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Notes<\/h2>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">You can later go back and edit the supplier\u2019s data to add the missing details (such as First Name, Last Name, etc.) from the Manage Supplier screen under the Purchases section.<\/span><\/li>\n<\/ul>\n<\/div>\n","protected":false},"author":39,"featured_media":0,"template":"","categories":[5156,5202],"tags":[13259,13264,13260,13263,13262,13266,13261,13265],"class_list":["post-143474","tutorial","type-tutorial","status-publish","hentry","category-daftras-applications","category-fast-expense-recording","tag-add-a-new-supplier-while-adding-an-expense","tag-can-i-add-a-supplier-without-leaving-the-expense-screen","tag-create-a-supplier-from-the-expense-screen","tag-how-do-i-add-a-new-supplier-while-adding-an-expense","tag-new-supplier-without-leaving-the-expense-screen","tag-newly-created-supplier-auto-assigned-to-expense","tag-quick-supplier-creation-on-mobile","tag-required-fields-to-add-a-supplier-on-mobile"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Add a New Supplier While Adding an Expense - Daftra Knowledge Base<\/title>\n<meta name=\"description\" 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