Index

Purchases window—Professional layout
The Professional layout of the Purchases window enables you to record the purchase of items and services that aren’t in your Items List, and for which you want to enter a date for each line item.
Field Descriptions
Choose Quote, Order or Bill from the drop-down list.
Enter the name of the vendor. If any orders have been created for the selected vendor, a window appears listing all orders for this vendor. You can select an existing order, or you can create a new purchase.
If you are using Mac OS X 10.4 or higher, you can publish this purchase to iCal by selecting this option. When you publish a purchase, a new Event is created and appears in the iCal calendar on the date when the payment is due. The Event includes the title of the transaction, transaction number, transaction date and payment amount.
The total of the tax amounts in the transaction. If you want to change the tax amount, click the zoom arrow next to this field to open the Tax Information window, where you can change the amount. You can only change the tax amount if the transaction hasn’t been recorded.
Note that changes to the tax amount are reported in the Transaction Review step of the Company Data Auditor.
Enter a description of the purchase, or accept the default memo. This description will appear on reports and in the Purchases Journal. If you want, you can print the memo on the purchase form.
If you enter an amount, a payment is automatically recorded. When you record the purchase, you will be prompted to verify the Check #, Payee and Memo to record on the payment.
The total of the payments and debits that have been applied to this transaction. This field is only available when viewing recorded bills or orders that have at least one payment applied to them.
Click to display the Exchange Rate window. This window displays your current currency, the Transaction Exchange Rate and Current Exchange Rate. This button appears only if you selected the I Deal in Multiple Currencies option in the System view of the Preferences window.
Select the category to which you want to assign this transaction. This field appears only if you selected the Turn Category Tracking On option in the System view of the Preferences window. If you also selected the Required option when you chose that preference, you need to select a category before this transaction can be recorded.
Click to choose print and preview options for this transaction. Choose:
Pre-printed P.O.—to print using the default purchase template.
Select Another Form—to print on a different form template.
Preview—to preview the purchase form. Select the stationery on which to preview it.
Click to open the Transaction Journal where you can view a list of your purchases.
Service: Use this layout when purchasing services or items that are not on your Items List.
Item: Use this layout when purchasing services or items that are on your Items List.
Professional: Use this layout purchasing items or services that are not on your Items List and for which you want to enter a date for each line item.
Miscellaneous: Use this layout to record purchase adjustments or purchase transactions that you don’t need to print or email a purchase order for.
Click to open the Purchases Register where you can view a list of your purchases.
Click Record to record an order or bill. Click Save Quote to save a quote transaction.
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