Difference between revisions of "Bill"
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| − | == Overview == | + | == Overview == |
| + | |||
| + | The '''Bill''' '''Button''' gives the user the ability to enter a bill into the ERP system. The bill could be used for utilities such as a phone bill or electricity bill, or could also be used for entering the bill for importing goods into the country and applying the costs against a purchase order within ERP | ||
| + | |||
| + | '''How to Create a Bill''' | ||
| + | |||
| + | *From the '''Purchases''' module Select the '''Bill +''' Button | ||
| + | |||
| + | *Enter a '''Supplier''' in the '''Supplier Name''' Field | ||
| + | *Select the '''Account''' that you wish the funds to be withdrawn from in the '''Account Name''' Field | ||
| + | |||
| + | *Input the '''Tax Code''' you wish to use within the '''Code''' Field | ||
| + | *Type in the '''Amount''' of the Bill into the '''Amount''' Field | ||
| + | *If the '''Bill''' needs to be '''Llinked''' to either a Customer or Job enter this in 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 Bill Transaction | ||
| + | *A Prompt will display stating that the "Bill amount does not match the Bill total" and will ask you to update - '''Select''' | ||
| + | |||
| + | '''Yes''' to continue and save the transaction. | ||
Latest revision as of 15:28, 7 January 2013
Overview
The Bill Button gives the user the ability to enter a bill into the ERP system. The bill could be used for utilities such as a phone bill or electricity bill, or could also be used for entering the bill for importing goods into the country and applying the costs against a purchase order within ERP
How to Create a Bill
- From the Purchases module Select the Bill + Button
- Enter a Supplier in the Supplier Name Field
- Select the Account that you wish the funds to be withdrawn from in the Account Name Field
- Input the Tax Code you wish to use within the Code Field
- Type in the Amount of the Bill into the Amount Field
- If the Bill needs to be Llinked to either a Customer or Job enter this in 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 Bill Transaction
- A Prompt will display stating that the "Bill amount does not match the Bill total" and will ask you to update - Select
Yes to continue and save the transaction.
