Entering purchases

Step 4: Complete the purchase

Step 1 > 2 > 3 > 4 > 5

If you haven’t already read the Purchases Overview, see Completing the purchase for more information.

The actual fields that appear at the bottom of the Purchases window differ, depending upon the purchase layout you’ve selected. Some of the fields may be filled in automatically if you selected default entries in the vendor’s card file. All the following fields are optional; complete only those that apply to the purchase you’re entering:

  • Comment
  • Ship Via
  • Promised Date
  • Freight
  • Journal Memo
  • Paid Today
  • Already Printed or Sent

To add, edit or delete menu options in the Select From Lists for the Comments or Ship Via fields, see To add or edit purchases information or To delete purchases information.

To change sales tax amounts

  1. Click the zoom arrow next to the Tax field to open the Tax Information window.
  2. Enter the new tax amounts in the Tax column.
  3. Click OK. The total tax amount displayed in the Tax field will change to reflect the change you made.
Warning: Sales tax amounts change automaticallyThe amount in the Tax field will change whenever you change an amount in the line item area or the Freight field, regardless of whether you’ve changed the tax amount manually. If you change a transaction’s information after manually changing its tax amount, be sure to review the amount in the Tax field again to ensure that the amount is still the amount you want.

If, at a later time, you realize the original tax amount was correct, open the Tax Information window again and click the Recalculate button. The tax amount will be restored to an amount that’s based on the sales tax codes assigned to the transaction.

Entering purchases - Step 4