Purchases can be Stock Purchases, Expenses, Fees, Tax payments etc.

When you select Purchases you first screen is the Purchase Browse screen and the initial default is just showing purchases that are not yet paid. You can change the Filter at the top to show all or just paid, you can also search for specific records

To create a New Purchase record:

•Select ‘Accounts’ from the top menu and then ‘Purchases’ from the left menu.

•Select ‘New’ from the left menu.

•Confirm the Contact name for the supplier (If there are any ‘Received’ purchase orders for that supplier it will show them in the top left corner, you can select one or more of them to be entered as Purchase entries if applicable)

•Enter the Invoice number (The system will check that number for that supplier has not been previously entered)

•Enter the Amounts (The system will calculate the tax from the rate selected but you can over-write)

•Confirm the Nominal Code (The system will set a default Nominal for each supplier)

•When correct select ‘Save’ from the left menu

To pay purchase records:

•Select ‘Accounts’ from the top menu and then ‘Purchases’ from the left menu.

•Select one of the purchases you want to pay from the Browse screen

•Select ‘Payments’ from the left menu, this should bring up a screen showing all the outstanding purchases for the selected contact

•Confirm the Payment method eg: Current Account

•If making a Pre-Payment, select ‘Pre-Payment’ from the left menu

•If paying one or more purchases, select the ones to pay

•If there is a settlement discount to be taken on any line select the line and select ‘Settlement’ from the left menu and enter amount

•When correct select ‘Save’ from the left menu