Reviewing purchase information

What's new

Setup

Security

Maintenance

Everyday tasks

Period-end tasks

Reports and forms

Importing/exporting

-------------

Glossary

Site help

Sitemap

Accounts

Banking

Sales

Time billing

Purchases

Inventory

Payroll

Cards

Jobs

Reviewing purchase activity

An important part of managing your business involves collecting your purchase data and understanding its effects on your overall financial picture. MYOB AccountEdge contains a number of tools that you can use to review your purchase information:

The Purchases Register allows you to view an overall picture of your purchase activity. Using one window, you can quickly and efficiently look at open and closed bills, quotes, orders and returns and debits. You can even view a list of all purchases if you choose.

You can use the Purchases Register to perform several AccountEdge functions, including deleting a purchase or changing the status of a purchase. If you want to pay one of your vendors, you can easily access the Pay Bills window. You can also display the Settle Returns & Debits window if you want to apply a vendor debit to one of your unpaid purchases.

The To Do List provides a quick way to review your transactions, including outstanding payables, recurring purchases transactions, orders and bills with expiring discounts. If you choose, you can automatically record transactions using the To Do List.

Find Transactions can provide a detailed history of the activity related to a particular purchase. Use this window to view the purchase itself, as well as any payments and other adjustments made to the transaction.

Quotes and orders without payments applied don't appear in the Find Transactions window

Analysis includes the Analyze Payables window, which provides tools to evaluate the amounts and ages of your outstanding debts.

The Transaction Journal lists all your purchases, as well as other transactions you've entered into AccountEdge.

The Recurring Transactions List window is a central area for managing all recurring transactions including recurring purchases. From this window, you can open other windows to edit the details of the recurring purchase or the name or frequency of the recurring purchase.

The Reports option opens the Index to Reports window. You can use this window to print virtually all of the reports available with AccountEdge; you can also display these reports on your computer screen.

Step by step