When you have all the details that you need to be able to post a transaction without having to amend it, you can post any transactions live.
Posting a transaction live means that it's posted to your nominal accounts. If a mistake has been made, a corrective transaction needs to be posted. Please ask your accountant for guidance.
If you're unsure about the details on any transaction and are waiting for confirmation, we recommend that you batch these so you can view, edit, and delete at a later point instead of posting them to your nominals incorrectly.
For more information on how to batch transactions, follow our article on batch transactions.
Post a purchase ledger invoice live from the supplier record list
Click Creditors then click Suppliers.
Note: All suppliers are displayed for you. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.Select the checkbox in front of the supplier you want to work with.
Note: The Action Panel automatically opens from the right-hand side of the screen.Click Add Invoice then enter the necessary information. For more information on how to enter a purchase ledger invoice, please refer to our Enter a purchase ledger invoice article.
Click Save then make sure you don't select Batch Transactions option.
Click Save.
You can also find information on how to enter any purchase ledger transactions on our Everything you need to configure your purchase transactions article where you can choose the type of transactions you wish to work with.
Post a purchase invoice live from the menu
Click Creditors then click Transactions.
Select Invoice and select the supplier record. You can enter the supplier account code. If you're unsure of the code, you can click the drop-down arrow and select Show More which displays several more records and offers you to search the code and name of the supplier.
Enter the necessary information then click Save. For more information on how to enter a purchase ledger invoice, please refer to our Enter a purchase ledger invoice article.
Click Save then make sure you don't select Batch Transactions option.
Click Save.