To map suppliers to a lead cash collector, an admin user will need to click on Config at the top of the page and then on Structure in the drop-down menu.
The cash collection functionality, available through the Cash collection tab, will display a list of suppliers and the current lead cash collector mapped to each supplier (as shown below).
The following buttons will also be available to you:
Download mappings · Generates a csv file of the on-screen list. This can also be used to provide a template for the upload functionality.
Upload mappings · Allows you to upload a csv file with updated cash collector mappings.
Please note — the upload will only succeed if the following conditions are met:
A row is included for every supplier in the system.
A lead cash collector is included for every supplier row.
Each lead cash collector corresponds to a valid user in the system.