Difference between revisions of "Supplier Payment"
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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. | 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. | ||
| − | + | 1. How to set the Payment preferences? | |
| − | + | 2. How to view the Accounts Payable Report? | |
| − | + | 3. How do you select the extra details function? | |
| − | + | 4. How do you drill into the transactions? | |
| − | the | + | 5. How do we define the left hand column as the default in relation to searching? |
| − | + | 6. How does this filter do? | |
| − | + | 7. How do you process a Supplier Payment? | |
| + | '''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" | |
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| − | + | 8. Why would transactions be gray in the Supplier Payment form? | |
| − | + | 9. Why do we simply tick before we load a total? | |
| − | + | 10. How do you enter a purchase order to payment? | |
| − | + | 11. How do you process a partial payment of a Purchase Order/Bill? | |
| − | + | 12. How would you use a pre-payment? | |
| − | + | 13. How do you open the pre-payment list? | |
| − | + | 14. Can you make a payment based on a suggestions? | |
| − | + | 15. How do you make the payment appear in the EFT form? | |
| − | + | 16. How do you define EFT on your bank account in your chart of accounts? | |
Revision as of 23:34, 24 November 2014
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.
1. How to set the Payment preferences?
2. How to view the Accounts Payable Report?
3. How do you select the extra details function?
4. How do you drill into the transactions?
5. How do we define the left hand column as the default in relation to searching?
6. How does this filter do?
7. How do you process a Supplier Payment? 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"
8. Why would transactions be gray in the Supplier Payment form?
9. Why do we simply tick before we load a total?
10. How do you enter a purchase order to payment?
11. How do you process a partial payment of a Purchase Order/Bill?
12. How would you use a pre-payment?
13. How do you open the pre-payment list?
14. Can you make a payment based on a suggestions?
15. How do you make the payment appear in the EFT form?
16. How do you define EFT on your bank account in your chart of accounts?
