Page History
Description | How To | |||
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| Go to Purchasing > Vendors > click New button
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On Entity Tab enter values on the ff fields:
Fill in the other fields. | ||||
On Vendor Tab > Detail Tab, select values on the ff fields:
Fill in the other fields. | ||||
On Vendor Tab > Credit Card Reconciliation Tab > Defaults Tab, select values on the ff fields:
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On Attachments Tab, add attachment.
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Click Save button. | ||||
2. Create Purchase Order | Go to Purchasing > Purchase Orders > click New button
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Select Vendor. Location will display default location. | ||||
Add items in the grid area.
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Click Process button to create Inventory Receipt. | ||||
3. Create a bill for the vendor | Use either of 2 ways: via Bills or via Bill Batch Entry screen | |||
Via Bills | Go to Purchasing > Bills > click New button
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Fill in the ff fields:
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In the grid area:
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Click Post button to post bill. If message below prompts, select No. | ||||
Click Recap to see entries posted to the General Ledger Detail. | ||||
Via Bill Batch Entry | Go to Purchasing > Bill Batch Entry> click New button
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In the grid area:
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Enter Total and click Post button. | ||||
4. Pay the bill. | Use either of 3 ways: via Pay Bills Detail, via Pay Bills or directly via Bill screen | |||
Via Pay Bills Detail | Go to Purchasing > Pay Bills Detail > click New button
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If there is a default Bank Account:
If there is no default Bank Account:
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Fill in remaining fields:
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Pay in full and the Post. | ||||
Click Recap to see entries posted to the General Ledger Detail. | ||||
Via Pay Bills | Go to Purchasing > Pay Bills
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Select Check as Payment Method. | ||||
Select transaction and pay in full then Post. | ||||
Directly from Bills | After posting a bill, this message will prompt: | |||
Select Yes. Pay Bills Detail will open with bills detail. | ||||
Post payment. | ||||
Click Recap to see entries posted to the General Ledger Detail. | ||||
5. Print Checks | *Set your default printer to snag it or to a file then use either of 2 ways: Direct Printing or Previewing first before printing. After posting payment with Check payment method, click Print button. | |||
Direct Printing | Print Checks screen will open. Click Print button. | |||
Print Check Verification screen will open. Commit the check. | ||||
Printing of check is successful of the Check No is displayed on the Pay Bill Detail screen. | ||||
Previewing before printing | Print Checks screen will open. Click Preview button. | |||
Report Viewer will open. Click Print button. | ||||
Click again Print button. Print Check Verification screen will open. Commit the check. | ||||
Printing of check is successful of the Check No is displayed on the Pay Bill Detail screen. |
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