Purchases Table of Contents

Making purchases
Handling vendor debits

Paying bills

Applying vendor debits to open purchases
To apply a vendor debit

To apply a vendor debit (from the Pay Bills window)

Changing purchases
To add or edit Purchases Information

To assign a line item on a purchase to more than one job

To change a quote or order

To change a bill

To convert a quote to an order or bill using the Purchases window

To convert an order to a bill using the Purchases window

To delete Purchases Information

Creating vendor debits
To create a vendor debit for an item bill when you didn't return all the items that were on the bill

To create a vendor debit

To delete an order with a deposit applied to it, and to enter a refund from the vendor for the deposit amount

To reverse a bill

Editing lines on a purchase
To insert a line on a purchase

To insert a header on a purchase

To insert a subtotal on a purchase

To delete a line on a purchase

To enter a purchase
To buy items from a vendor

To buy services from a vendor

To enter a purchase using the Bank Register
To make a purchase using the Bank Register

Entering bill payments
To pay a vendor

To print and record a check payment

To set up a vendor as a 1099 vendor

Entering bill payments using the Bank Register
To pay a vendor using the Bank Register

Finding purchase transactions
To find a purchase

To find a vendor debit before it's settled

To find a vendor debit after it's applied

To find a vendor debit after you've received a refund for it

To find a bill payment

Printing purchases
To choose the purchases you want to print

To choose a form layout for your purchase forms

To print and reprint your purchases

To reprint a single purchase

Receiving refunds
To receive a refund

To receive a refund (from the Pay Bills window)

Deleting purchase transactions
To delete a quote

To delete an order with no payment applied to it

To delete a bill with no payment applied to it

To delete an order with a payment applied to it

To delete an order with a deposit applied to it, and to enter a refund from the vendor for the deposit amount

To delete a bill with a payment applied to it

To delete an applied vendor debit or a vendor's refund

To delete a bill payment

Reversing purchase transactions
To reverse a bill

To reverse an applied vendor debit

To reverse a vendor's refund

To reverse a vendor's refund that was recorded on a bank deposit for undeposited funds

To reverse a bill payment

Reviewing your purchase information
To view purchases in the Purchases Register

To display a list of all purchases using the Transaction Journal

To display a list of all open purchases using the To Do List

To display a list of open purchases with expiring discounts

To display a list of orders using the To Do List

To print a list of all your purchases

To print a list of your purchases by status

To print a list of all your recurring purchases templates

To print a list of fully paid bills and debit memos applied to them

To view a purchase's history

To view the amounts you owe your vendors

Using recurring purchases
To find a recurring template

To create a recurring template

To record a recurring transaction

To change a recurring template

To delete a recurring template


Copyright 2002 MYOB Limited