|
|
| Previous (Post a receipt)
|
Next (Post a payment)
|
|
|
Quick Start Guide - Enter a payable
|
|
When you purchase goods or services, enter these into the system
by selecting 'AP', then 'Add Transaction' to bring up the Add AP Transaction screen.
Select the Vendor in the 'Vendor' drop down menu, enter the
vendor Invoice number, and/or your Order and PO Number if you have them. The Invoice date will automatically
show today's date but you can change it to reflect the actual date of the vendor invoice if desired. Next
enter the amount of the vendor invoice in the 'Amount' field, and select the appropriate expense account and,
below it, the corresponding payables asset account. Finally you may enter a Description of the purchase for your
use.
Click 'Update' when you have entered your information. The Due Date will automatically be calculated by the system.
An example screen is show below: |
|
|
When you are satisfied the information is correct, Click 'Post' to enter it into the system.
The above example shows a transaction for the purchase of goods or services that you have not entered into
the system as a good or service. If you have entered the purchased item as a good or service, you may instead
select 'AP', 'Vendor Invoice' and enter the purchase using the 'Add Vendor Invoice' screen. |
|
| Previous (Post a receipt)
|
Next (Post a payment)
|
|
|
