Everything you need to configure your purchase transactions
Create purchase ledger transactions
10 articles
- Next Generation - Access payment and allocation directly from transactionsA guide to completing the full purchase ledger cycle in one workflow, covering how to use the Enter Payment Now and Allocate Transaction Now options together to enter an invoice,…
- Next Generation - Access payments directly from an invoiceA guide to using the Enter Payment Now option, covering how to access the payment screen directly after saving an invoice, with the supplier and gross value pre-populated.
- Next Generation - Batch a purchase ledger transactionA guide to batching purchase ledger transactions, covering how to save a transaction as a draft from both the supplier record list and the menu, and how to access batched…
- Next Generation - Enter a purchase ledger credit adjustmentA guide to entering a purchase ledger credit adjustment, covering how to complete the transaction and available save options.
- Next Generation - Enter a purchase ledger credit noteA guide to entering a purchase ledger credit note, covering how to access the credit note screen, and complete the header and detail tabs including supplier details, analysis codes, and…
- Next Generation - Enter a purchase ledger debit adjustmentA guide to entering a purchase ledger debit adjustment, covering how to complete the transaction and available save options.
- Next Generation - Enter a purchase ledger invoiceA guide to entering a purchase ledger invoice, covering how to access the invoice screen, and complete the header and detail tabs including supplier details, dates, analysis codes, and save…
- Next Generation - Enter a purchase ledger paymentA guide to entering a purchase ledger payment, covering how to access the payment screen, and complete the header and detail tabs including supplier details, analysis codes, and save options.
- Next Generation - Post a purchase transaction liveA guide to posting purchase ledger transactions live, covering how to post directly to nominal accounts from both the supplier record list and the menu.
- Next Generation - Valid purchase analysis codesAn overview of purchase analysis records, covering their purpose, default analysis types, and restrictions applied once in use.