Simon Clive at 05:08, 1 February 2012

2012-02-01T05:08:05Z

Simon Clive: Created page with " Entering a Bill Can you enter a Bill? From the Purchases Tab, Select the Bill Button When using Bill turn on a preference in Purchases - Remember Last Transaction By Supplier..."

2011-06-28T00:49:30Z

Created page with " Entering a Bill Can you enter a Bill? From the Purchases Tab, Select the Bill Button When using Bill turn on a preference in Purchases - Remember Last Transaction By Supplier..."

New page

Entering a Bill

Can you enter a Bill?

From the Purchases Tab, Select the Bill Button

When using Bill turn on a preference in Purchases - Remember Last Transaction By Supplier
This gives you the ability when you go back ot your Bill to enter a new one, when you select the
supplier again ERP will preload your account Name as it had remember it from last time.

Select the Supplier where you are returning the Product in the Company Name Field
Enter the Bill Date
Bill Number will auto load
Enter the Bill Total
Enter Invoice Number
Select the Employee/ terms and due date
Select the Account that you wish the funds to be withdrawn from in the Account Name Field

The Tax Code defaults within the Code Field when account selected
Type in the Amount of the Bill into the Amount (Ex) Field. The Tax amount automatically defaultsCan
Select the Customer that the bill is linked to using the Customer: Job Field

If applicable enter a Memo for the bill by double clicking on the Memo Field and typing the text into the field.
If the bill applies to a particular Department select the applicable Department from the Departments Dropdown

Click Save to complete the Bill Transaction

Prompt will display stating that the bill amount does not match the Bill total if the figures do not match and will ask
you to update - Check the amounts and Select Yes to continue and save the transaction.

@@ Line 1: / Line 1: @@
-Entering a Bill
+Can you enter a Bill?
-Can you enter a Bill?
+*From the '''Main Menu''' select the '''Purchases Module''' and then the '''Bill+''' Button
+*Select the '''Supplier '''
-From the Purchases Tab, Select the Bill Button
+*Enter the '''Bill Date''' and the '''Bill Number''' will auto load
+*Enter the '''Bill Total '''
-When using Bill turn on a preference in Purchases - Remember Last Transaction By Supplier
+*Enter the '''Invoice Number '''
-This gives you the ability when you go back ot your Bill to enter a new one, when you select the
+*Enter the '''Terms''' and '''Due Date'''
-supplier again ERP will preload your account Name as it had remember it from last time.
+*Select the '''Account''' that you wish the funds to be withdrawn from in the '''Account Name''' Field
+*The '''Tax Code''' defaults within the '''Code''' Field when the Account is selected
-Select the Supplier where you are returning the Product in the Company Name Field
+*Type in the Amount of the Bill into the '''Amount (Ex)''' Field.
-Enter the Bill Date
+*The Tax amount automatically defaults depending on the '''Tax Code''' used
-Bill Number will auto load
+*Select the '''Customer''' that the bill is linked to using the '''Customer Job''' Field
-Enter the Bill Total
+*If applicable enter a '''Memo''' for the bill by double clicking on the '''Memo Field''' and typing the text into the field.
-Enter Invoice Number
+*If the Bill applies to a particular Department select from the '''Departments Dropdown'''
-Select the Employee/ terms and due date
+*Click '''Save''' to complete the Bill Transaction<br>
 Select the Account that you wish the funds to be withdrawn from in the Account Name Field
-−
-The Tax Code defaults within the Code Field when account selected
-Type in the Amount of the Bill into the Amount (Ex) Field. The Tax amount automatically defaultsCan
-Select the Customer that the bill is linked to using the Customer: Job Field
-−
 If applicable enter a Memo for the bill by double clicking on the Memo Field and typing the text into the field.
-If the bill applies to a particular Department select the applicable Department from the Departments Dropdown
-−
 Click Save to complete the Bill Transaction
-−
-Prompt will display stating that the bill amount does not match the Bill total if the figures do not match and will ask
-	you to update - Check the amounts and Select Yes to continue and save the transaction.

7 Entering a Bill - Revision history

Simon Clive at 05:08, 1 February 2012

Simon Clive: Created page with " Entering a Bill Can you enter a Bill? From the Purchases Tab, Select the Bill Button When using Bill turn on a preference in Purchases - Remember Last Transaction By Supplier..."