Entering purchases

Step 5: Choose what you want to do with the purchase

Step 1 > 2 > 3 > 4 > 5

If you haven’t already read the Purchases Overview, see Choosing what to do with the purchase for more information.

To see how the purchase will affect your financial records

Choose Recap Transaction from the Edit menu to view the accounting entries that will be made to your financial records when you record the purchase.

To print and record a purchase

  1. Click the Print button in the Purchases window.
  2. A message appears, explaining that the transaction will be recorded before it’s printed. Click OK to record, then print the purchase.

To record the purchase

To record the purchase without printing it, click the Record button.

To save the purchase as a recurring template

The purchase you want to save should be displayed in the Purchases window.

  1. Click the Save Recurring button to open the Save Recurring Template window.
  2. Enter the necessary information about the transaction in this window.
  3. Click Save Template to close the Save Recurring Template window.
  4. Click Record to record the purchase as an actual transaction. If you don’t want to record the purchase at this time, click the Cancel button.

Entering purchases - Step 5