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' Tab, Select the 'Bill' Button | ||
| + | |||
| + | *Select the 'Supplier' where you are returning the Product 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| + | *Select the 'Account' that you wish the funds to be withdrawn from in the 'Account Name' Field | ||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 (Ex)' Field | ||
| + | *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 Bill Transaction | ||
| + | *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. | ||
Revision as of 17:03, 2 March 2011
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' Tab, Select the 'Bill' Button
- Select the 'Supplier' where you are returning the Product 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- Select the 'Account' that you wish the funds to be withdrawn from in the 'Account Name' Field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 (Ex)' Field
- 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 Bill Transaction
- 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.
