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The Purchases Register is accessible from the Purchases command centre. You can choose to list all your purchase transactions for one or all suppliers and for a selected date range.

Here's what you can do in the Purchases Register:

TaskStepsLearn more

View open and closed bills, quotes, orders and returns and debits

  1. Click the applicable tab based on what you're looking for.
  2. In the Search By field, select one or all suppliers.
  3. Specify a date range.
  4. (Optional) Enter text to search in the Search field.
Finding a transaction
Print the purchases currently displayed in the Purchases Register (quotes, orders, open bills, etc.)
  1. Click the applicable tab and filter the list of purchases as required.
  2. Click Print. The Purchases Register Detail report is displayed.
  3. Print or export the report as required.
Purchases reports
Delete a purchase
  1. Open the purchase.
  2. Go to the Edit menu and choose Delete Purchase.
Deleting a transaction
Change the status of a purchase
  1. Click a quote or order.
  2. Click Change to Order or Change to Bill.
Changing the purchase type
Record a supplier payment
  1. Click an order or open bill.
  2. Click Pay Bill.
Paying bills
Apply a supplier debit to a purchase or receive a refund
  1. Click a debit on the Returns & Debits tab.
  2. Click Receive Refund or Apply to Purchase.
Settling supplier debits
Create a new purchaseClick New Purchase, New Bill, New Quote or New Order on the applicable tab.Enter a bill, quote or order
Record the receipt of items before you've been given the bill
  1. Click the order.
  2. Click Receive Items.
Recording items received without a supplier bill
adjust the displayed columns
  • Change the column order by clicking a column heading and dragging it to a new position.
  • Change the column width by clicking and dragging the edge of a column heading left or right.