# How to set up a new supplier safely in Sage 50

Before the first bill, collect the supplier's VAT number and bank details, check the VAT number with HMRC, phone to confirm, have a second person approve the supplier record in Sage 50, then enter the first purchase invoice.

Setting up a new supplier safely means checking who they are and where the money goes before the first payment.

## Before you start

- Sage 50 Accounts (UK)

## The Sage 50 way

Where to find it: Suppliers > New (supplier record)

1. Create the supplier record with terms and default nominal code.
2. Due dates come from the supplier terms, 30 days if none are set.

## Limits in Sage 50

- Due date comes from supplier terms, 30 days by default.

## The Pulsify way

1. Forward the first purchase invoice to Pulsify.
2. Pulsify flags a supplier not found in Sage 50 so you add the record with the right details.
3. It flags a supplier VAT number that is missing or differs from the supplier record.
4. It compares bank details with the supplier record and flags a mismatch.
5. Route first bills for new suppliers to a second approver.

Pulsify connects to Sage 50. We set up the connection for you.

What Pulsify does not do here:

- Pulsify flags. A person still confirms by phone and checks the VAT number with HMRC.

## Common mistakes

- Leaving terms blank, so every invoice falls back to a due date of 30 days.
- Setting a default N/C too loosely, so it fills onto every invoice.

## Common questions

### What do I set on a new supplier record?

Create the record with terms and a default nominal code. The default department and terms also fill in on invoices.

### How are due dates set?

From the supplier terms, or 30 days if none are set.

### Does Sage 50 have a new supplier workflow?

No onboarding workflow was found. Check details such as the supplier's VAT number and bank details yourself.

## Sources

- https://gb-kb.sage.com/portal/app/portlets/results/viewsolution.jsp?solutionid=200427112519282&hypermediatext=null
- https://my.sage.co.uk/public/help/askarticle.aspx?articleid=6753

Source: https://www.pulsify.tech/how-to/set-up-a-new-supplier-safely-in-sage-50/ (last checked 2026-10-19)