Recording supplier invoices

Select Bookkeeping > Creditors > Creditors Invoice on the main menu. The Creditors Invoice window opens.

Select the Company from the drop-down.

Find and open the supplier by clicking the ellipse button on the Supplier field to open the Find Supplier window (see Finding and opening suppliers). The selected supplier is displayed in the Supplier field of the Creditors Invoice window.

Enter the Date in the format dd/mm/yyyy or select it from the drop-down calendar.

Enter the unique invoice Number.

This step is mandatory. The Number must be unique.

Enter a brief Description of the goods or services you are paying for. This field is limited to a maximum of 100 alphanumeric characters.

Select the Due Date for the invoice.

Enter the Amount of the invoice.

Select the Approval Employee from the drop-down. When you post the invoice it will need to be approved by the employee you select here.

Double-click the top row of the Analysis table. The fields in this row are automatically completed, based on the information entered so far.

Click Post To post the invoice to the purchase ledger.

Click Ledger. The Ledger window opens.

Click Clear to clear all fields of data.

Click Close to close the Creditors Invoice window without saving.