Personal tools

Difference between revisions of "7 Entering a Bill"

From TrueERP wiki

Jump to: navigation, search
(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...")
 
 
Line 1: Line 1:
 +
'''Entering a Bill'''
  
−
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*Select the '''Account''' that you wish the funds to be withdrawn from in the '''Account Name''' Field  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Select the Account that you wish the funds to be withdrawn from in the Account Name Field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.
+

Latest revision as of 16:08, 1 February 2012

Entering a Bill

Can you enter a Bill?

  • From the Main Menu select the Purchases Module and then the Bill+ Button
  • Select the Supplier
  • Enter the Bill Date and the Bill Number will auto load
  • Enter the Bill Total
  • Enter the Invoice Number
  • Enter the 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 the Account is selected
  • Type in the Amount of the Bill into the Amount (Ex) Field.
  • The Tax amount automatically defaults depending on the Tax Code used
  • 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 from the Departments Dropdown
  • Click Save to complete the Bill Transaction
Retrieved from "http://trueerp.com/erpwiki/index.php?title=7_Entering_a_Bill&oldid=3150"