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Welcome New Features Introduction Setting up your company file Advanced setup Banking Sales Purchases
Creating a supplier card Entering purchases
Entering a purchase transaction Task 1: Enter information about the supplier Task 2: Choose the type of purchase Task 3: Enter the items or services you are purchasing Task 4: Enter additional information about the purchase Task 5: Complete the purchase Adding lines, subtotals and headers to purchases
Receiving items without a supplier invoice Creating a purchase order from a sale Changing the status of a purchase Reviewing your purchase information Paying suppliers Creating supplier debits Adding finance charges paid to suppliers
Paying your employees
Payroll setup tasks Creating payroll categories Creating employee cards Entering employee payroll information Timesheets Processing your payroll Payroll liabilities Processing termination payments Reviewing payroll information Preparing and filing payroll tax forms
Data that will print in this field Required/Optional (P14 field title) Billing for time Stock International transactions Reporting VAT Lists Transactions Reports Forms Contact management Financial control End-of-period procedures
Month-end procedures Starting a new financial year Starting a new payroll year
Managing user accounts and company files Importing and exporting data Networking company files

Purchases > Entering purchases > Task 3: Enter the items or services you are purchasing
Task 3: Enter the items or services you are purchasing
The scrolling list in the middle of the Purchases window is where you enter details of what you are buying. In this area, you enter item numbers, descriptions, account numbers (or account names, depending on your selection in the Preferences window) and other information about your transaction.
One row in the scrolling list is one line item of the transaction. You can enter as many line items for a purchase as you want. The fields that appear in the scrolling list differ according to the type of purchase you are creating.
The following illustration shows the fields for a purchase with an Item layout and a Purchase status.
A
Bill
The quantity you have been invoiced for.
B
Received
This field is display-only. It displays the quantity of items received. For more information, see ‘Receiving items without a supplier invoice’ on page 96.
C
Backorder
The quantity of the item back ordered. An order for this amount will be created automatically when you click Record.
D
Item Number
Pressing tab here displays the item list from which you can choose the item being purchased.
E
Description
A description of the item appears automatically. You can change this if you want.
F
Location
[ AccountEdge Plus only] If you store this item in multiple locations, you can select the location where the item will be received. For more information, see ‘Multiple stock locations’ on page 162.
G
Price
The price of the item appears automatically. You can change this if you want.
H
Disc%
[Optional] The volume discount as a percentage.
I
Total
The total price is calculated automatically. If you change the price, the Disc% field is updated to show the discount applicable.
J
Job
[Optional] Selecting a job number here assigns a line item to a specific job.
For more information, see ‘Jobs’ on page 265.
K
VAT
If the item is taxable, enter the VAT code.
The following illustration shows the fields for a purchase with a Service layout and a Purchase status. These fields also appear in the Professional and Miscellaneous layouts.
A
Description
A description of the goods or services purchased.
B
Acct No. or Account Name
The account to assign to the purchase. Pressing tab here displays the accounts list from which you can choose an account.
This should be an expense or cost of sales account. You should not select your creditors account for ordinary purchases.
C
Amount
The amount you have been invoiced.
note : Add lines, subtotals and headers to purchases
You can add lines, headers and subtotals to purchases to make it easy to separate and subtotal different groups of line items. For more information, see ‘Adding lines, subtotals and headers to purchases’ on page 94.
Continue with Task 4: Enter additional information about the purchase.
Related Topics
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Entering purchases
■
Creating items

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