Supplier Payment - Revision history

JoMac: /* Overview */

2015-09-29T02:46:38Z

‎Overview

BethD: /* Overview */

2014-11-24T12:45:02Z

‎Overview

BethD: /* Overview */

2014-11-24T12:34:37Z

‎Overview

Eliza at 03:15, 9 March 2011

2011-03-09T03:15:59Z

Eliza at 04:12, 2 March 2011

2011-03-02T04:12:02Z

Admin: Created page with " More Detail= Accounts Receivable Report Accounts Payable Report Accounts Receivable Notes Bulk Pay Suppliers Credits [[Custome..."

2011-01-18T05:58:00Z

Created page with "<menu name=myMenu align=center> More Detail= Accounts Receivable Report Accounts Payable Report Accounts Receivable Notes Bulk Pay Suppliers Credits [[Custome..."

New page

<menu name=myMenu align=center>
More Detail=
[[Accounts Receivable Report]]
[[Accounts Payable Report]]
[[Accounts Receivable Notes]]
[[Bulk Pay Suppliers]]
[[Credits]]
[[Customer Payment]]
[[Customer Payment List]]
[[Customer Prepayment]]
[[Customer Prepayment List]]
[[Payments Reports]]
[[Print Recipient Created Statement]]
[[Print Statements]]
[[Received Bulk Payments]]
[[Statements List]]
[[Supplier Payment]]
[[Supplier Payment List]]
[[Supplier Prepayment]]
[[Supplier Prepayment List]]
[[Unpaid Bills]]
</menu>
== Overview ==

@@ Line 24: / Line 24: @@
 Within the Payments tab you are able to post payments to your Suppliers account. Once a Purchase Order has been created and goods or services are received, the Supplier invoice will appear within [[Supplier Payments]] by your Purchase order and the Supplier Invoice. When payments made either by direct Payments or as Prepayments they must be applied to the Suppliers account within ERP to update Suppliers Account payable balance. The Accounts Payable Report is automatically updated when payments are made to a Suppliers Account.
 . How to set the Payment preferences?
-Select Utilities
+*Select Utilities
-Preferences
+*Preferences
-Payment, most of the accounts should stay as default (please understand what you are changing before you will change it or just leave them as default).
+*Payment, most of the accounts should stay as default
 . How to view the Accounts Payable Report?
 . How do you select the extra details function?
 . How do you drill into the transactions?
 . How do we define the left hand column as the default in relation to searching?
 . How does this filter do?
 . How do you process a Supplier Payment?
 '''How to enter [[Supplier Payments]]'''
-Click on the [[Supplier Payment]] button in the Payments tab.
+*Click on the [[Supplier Payment]] button in the Payments tab.
 *Select a supplier from the drop down menu
-*Select the Amount that you are paying or tick the apply box to enter the full amount automatically this will open
+*Select the Amount that you are paying or tick the apply box to enter the full amount automatically. This will open the Conformation Window", Tick "Yes" to add the amount to the "Payment Amount"
-−
 the Conformation Window", Tick "Yes" to add the amount to the "Payment Amount"
 . Why would transactions be gray in the Supplier Payment form?
 . Why do we simply tick before we load a total?
 . How do you enter a purchase order to payment?
 . How do you process a partial payment of a Purchase Order/Bill?
 . How would you use a pre-payment?
 . How do you open the pre-payment list?
 . Can you make a payment based on a suggestions?
 . How do you make the payment appear in the EFT form?
 . How do you define EFT on your bank account in your chart of accounts?

@@ Line 26: / Line 26: @@
 . How to set the Payment preferences?
 . How to view the Accounts Payable Report?
 . How do you select the extra details function?

@@ Line 25: / Line 25: @@
 Within the Payments tab you are able to post payments to your Suppliers account. Once a Purchase Order has been created and goods or services are received, the Supplier invoice will appear within [[Supplier Payments]] by your Purchase order and the Supplier Invoice. When payments made either by direct Payments or as Prepayments they must be applied to the Suppliers account within ERP to update Suppliers Account payable balance. The Accounts Payable Report is automatically updated when payments are made to a Suppliers Account.
-'''How to enter [[Supplier Payments]]'''
+. How to set the Payment preferences?
-Click on the [[Supplier Payment]] button in the Payments tab.
+. How to view the Accounts Payable Report?
-*Select a supplier from the drop down menu
+. How do you select the extra details function?
-*Select the Amount that you are paying or tick the apply box to enter the full amount automatically this will open
+. How do you drill into the transactions?
-the Conformation Window", Tick "Yes" to add the amount to the "Payment Amount"
+. How do we define the left hand column as the default in relation to searching?
-*Select a Payment method
+. How does this filter do?
-*The "Amount Outstanding" for your Purchase Order/ Supplier Invoice will have changed to $0.00 Click "SAVE"
+. How do you process a Supplier Payment?
-to complete the payment.
+Click on the [[Supplier Payment]] button in the Payments tab.
-'''How to process a Supplier Prepayment'''
+*Select a supplier from the drop down menu
-*Click on Payments tab Select the [[Supplier Payment]] button
+*Select the Amount that you are paying or tick the apply box to enter the full amount automatically this will open
-*Select a supplier from the drop down list
+the Conformation Window", Tick "Yes" to add the amount to the "Payment Amount"
-−
-*Select Prepayments you wish to apply first by checking the apply box
-−
-*In the Payment field of the Supplier invoice. Type in the amount you would like to apply to the invoice. Then
-−
-TAB out. Confirm the amount by clicking "YES" on the conformation screen.
-−
-Click "SAVE" to complete the payment to the supplier.
-−
-'''How to process a partial payment of a Supplier Invoice'''
-Select the Supplier and the Supplier Invoice that you wish to part apply payment to.
+. Why would transactions be gray in the Supplier Payment form?
-Enter the Payment amount and confirm the amount by clicking "YES" on the conformation window.
+. Why do we simply tick before we load a total?
-Check the payment is correct and click Save to process the payment.
+. How do you enter a purchase order to payment?
-'''Printing Cheques'''
+. How do you process a partial payment of a Purchase Order/Bill?
-ERP has the ability to automatically print cheques in the payment tab click '''Print Cheques''' the notification window opens and advises you that "Printing the Cheque will save the current Payment record and asks the "Question do you want to continue" To Continue click "Yes" And the Print Preview window will open from which you can print the Cheque on a pre-printed Cheque Template.
+. How would you use a pre-payment?
-'''Printing a Receipt'''
+. How do you open the pre-payment list?
-You can print a Receipt for your [[Supplier Payments]] for your reference files. Select Print button on bottom of screen.
+. Can you make a payment based on a suggestions?
-'''Email Notification of Payment'''
+. How do you make the payment appear in the EFT form?
-You can email notify your supplier that you have made payment of your account. Select the Email button on the bottom of the screen.
+. How do you define EFT on your bank account in your chart of accounts?

@@ Line 21: / Line 21: @@
 [[Unpaid Bills]]
 </menu>
-== Overview ==
+== Overview  ==
-Within the Payments tab you are able to post payments to your Suppliers account. Once a Purchase Order has been
+Within the Payments tab you are able to post payments to your Suppliers account. Once a Purchase Order has been created and goods or services are received, the Supplier invoice will appear within [[Supplier Payments]] by your Purchase order and the Supplier Invoice. When payments made either by direct Payments or as Prepayments they must be applied to the Suppliers account within ERP to update Suppliers Account payable balance. The Accounts Payable Report is automatically updated when payments are made to a Suppliers Account.
 created and goods or services are received, the Supplier invoice will appear within Supplier Payments by your Purchase
 order and the Supplier Invoice. When payments made either by direct Payments or as Prepayments they must be
 applied to the Suppliers account within ERP to update Suppliers Account payable balance. The Accounts Payable
 Report is automatically updated when payments are made to a Suppliers Account.
-'''How to enter Supplier Payments'''
+'''How to enter [[Supplier Payments]]'''
-Click on the Supplier Payment button in the Payments tab.
+Click on the [[Supplier Payment]] button in the Payments tab.
 *Select a supplier from the drop down menu
 *Select the Amount that you are paying or tick the apply box to enter the full amount automatically this will open
-the Conformation 	Window", Tick "Yes" to add the amount to the "Payment Amount"
 *Select a Payment method
 *The "Amount Outstanding" for your Purchase Order/ Supplier Invoice will have changed to $0.00 Click "SAVE"
-to complete the payment.
-'''How to process a Supplier Prepayment'''
+to complete the payment.
-*Click on Payments tab Select the Supplier Payment button
+'''How to process a Supplier Prepayment'''
 *Select a supplier from the drop down list
@@ Line 51: / Line 49: @@
 *Select Prepayments you wish to apply first by checking the apply box
 *In the Payment field of the Supplier invoice. Type in the amount you would like to apply to the invoice. Then
-TAB out. Confirm 	the amount by clicking "YES" on the conformation screen.
 Click "SAVE" to complete the payment to the supplier.
 '''How to process a partial payment of a Supplier Invoice'''
-Click on Payments tab, Select the Supplier Payment button
+Click on Payments tab, Select the [[Supplier Payment]] button
 Select the Supplier and the Supplier Invoice that you wish to part apply payment to.
 Enter the Payment amount and confirm the amount by clicking "YES" on the conformation window.
 Check the payment is correct and click Save to process the payment.
 '''Printing Cheques'''
-ERP has the ability to automatically print cheques in the payment tab click '''Print Cheques''' the notification window
+ERP has the ability to automatically print cheques in the payment tab click '''Print Cheques''' the notification window opens and advises you that "Printing the Cheque will save the current Payment record and asks the "Question do you want to continue" To Continue click "Yes" And the Print Preview window will open from which you can print the Cheque on a pre-printed Cheque Template.
 opens and advises you that "Printing the Cheque will save the current Payment record and asks the "Question do
 you want to continue" To Continue click "Yes" And the Print Preview window will open from which you can print the
 Cheque on a pre-printed Cheque Template.
 '''Printing a Receipt'''
-You can print a Receipt for your Supplier Payments for your reference files.  Select Print button on bottom of screen.
+You can print a Receipt for your [[Supplier Payments]] for your reference files. Select Print button on bottom of screen.
 '''Email Notification of Payment'''
-You can email notify your supplier that you have made payment of your account.  Select the Email button on the
+You can email notify your supplier that you have made payment of your account. Select the Email button on the bottom of the screen.
 bottom of the screen.

← Older revision		Revision as of 04:12, 2 March 2011
Line 22:		Line 22:
	</menu>		</menu>
	== Overview ==		== Overview ==
		+
		+	Within the Payments tab you are able to post payments to your Suppliers account. Once a Purchase Order has been
		+	created and goods or services are received, the Supplier invoice will appear within Supplier Payments by your Purchase
		+	order and the Supplier Invoice. When payments made either by direct Payments or as Prepayments they must be
		+	applied to the Suppliers account within ERP to update Suppliers Account payable balance. The Accounts Payable
		+	Report is automatically updated when payments are made to a Suppliers Account.
		+
		+	'''How to enter Supplier Payments'''
		+
		+	Click on the Supplier Payment button in the Payments tab.
		+
		+	*Select a supplier from the drop down menu
		+
		+	*Select the Amount that you are paying or tick the apply box to enter the full amount automatically this will open
		+	the Conformation Window", Tick "Yes" to add the amount to the "Payment Amount"
		+
		+	*Select a Payment method
		+
		+	*The "Amount Outstanding" for your Purchase Order/ Supplier Invoice will have changed to $0.00 Click "SAVE"
		+	to complete the payment.
		+
		+	'''How to process a Supplier Prepayment'''
		+
		+	*Click on Payments tab Select the Supplier Payment button
		+
		+	*Select a supplier from the drop down list
		+
		+	*Select Prepayments you wish to apply first by checking the apply box
		+
		+	*In the Payment field of the Supplier invoice. Type in the amount you would like to apply to the invoice. Then
		+	TAB out. Confirm the amount by clicking "YES" on the conformation screen.
		+
		+	Click "SAVE" to complete the payment to the supplier.
		+
		+	'''How to process a partial payment of a Supplier Invoice'''
		+
		+	Click on Payments tab, Select the Supplier Payment button
		+
		+	Select the Supplier and the Supplier Invoice that you wish to part apply payment to.
		+
		+	Enter the Payment amount and confirm the amount by clicking "YES" on the conformation window.
		+
		+	Check the payment is correct and click Save to process the payment.
		+
		+	'''Printing Cheques'''
		+
		+	ERP has the ability to automatically print cheques in the payment tab click '''Print Cheques''' the notification window
		+	opens and advises you that "Printing the Cheque will save the current Payment record and asks the "Question do
		+	you want to continue" To Continue click "Yes" And the Print Preview window will open from which you can print the
		+	Cheque on a pre-printed Cheque Template.
		+
		+	'''Printing a Receipt'''
		+
		+	You can print a Receipt for your Supplier Payments for your reference files. Select Print button on bottom of screen.
		+
		+	'''Email Notification of Payment'''
		+
		+	You can email notify your supplier that you have made payment of your account. Select the Email button on the
		+	bottom of the screen.