Manage purchases (Not Basics)Accounts PayableThis view of the To Do List window lists all open bills, sorted by due date, and makes it easy to record supplier payments. Just select the bills you want to pay, click Pay Bills then enter the date of payment. When you click OK, the bill payments are recorded for the specified date. Need to dive a little deeper into your purchases? Try one of the Purchases reports. If you print on cheque stationery, it’s easy to record a batch of supplier payments. Click the checkbox of each bill you want to pay and then click Pay Bills. The next available cheque numbers will be assigned to the payments. Print the cheques and you’re done. However if you write cheques manually, make electronic payments, want to preview a payment’s details before recording it, or aren’t making payments from the default bank account, click the blue arrow pointing to a supplier’s name. This will display the Pay Bills window for the supplier, showing all their outstanding bills. You can then record the payment in the Pay Bills window. Recurring purchasesIf you've set up recurring purchases, you’ll find them listed in the Recurring Purchases tab of the To Do List. From this tab you can record multiple recurring purchases at once—click the checkbox of each purchase and then click Record. Or, if you want to view a purchase’s details before it’s recorded, click the blue arrow next to the Name column and the Purchases window will appear. Check the details and then record the purchase. How do I delete a recurring purchase that’s appearing in the list? Go to the Lists menu and select Recurring Transactions. Click to highlight the purchase you want to delete and click Delete. How do I edit a recurring purchase’s details or schedule? Go to the Lists menu and select Recurring Transactions. To edit a purchase’s details (like the items used or memo), click the blue arrow next to the Transaction Name column. To edit a purchase’s recurring schedule, click to highlight it in the list and then click Edit Schedule. Expiring DiscountsThis view of the To Do List window lists the open bills for which you can still receive early payment discounts from the suppliers if you pay them by the Due Date shown. The discount expiry conditions are specified in the bill’s credit terms (click the Terms arrow in a bill to review the terms). This tab works like the Accounts Payable tab. Select the checkbox of each bill you want to pay in the list and click Pay Bills, or click the blue arrow next to a bill to show all of your open bills for the selected supplier. Purchase OrdersThis view of the To Do List window displays all of your current purchase orders, sorted by promised date (if specified). When your supplier sends you their bill, you can convert the orders to bills by selecting the checkboxes in the list and clicking Record as Actual. If you want to make changes to an order before recording it, click the blue arrow next to the order. When recording the bill, can I keep the purchase order’s number? If you don’t want to assign the next available PO number to the bill, select the Retain Original PO Number when Changing a Purchase between Quotes, Orders or Bills option in the Preferences window (Setup menu > Preferences > Purchases tab). |