HOW-TO

How to set up a new supplier safely in Sage 50

Short answer

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.

Last checked

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

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.

Words Sage 50 uses

  • Nominal code. The UK name for a general ledger account.

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.

More help

Sources

Last checked 2026-10-19. Confidence: partial.

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.

Pulsify setup guides

Want this done for you?

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