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This guide has been reviewed against our global client base and classed as relevant to APAC |
This article covers how to enter an outstanding supplier/creditor invoice when migrating from your previous system
If your data (including works orders) has been migrated from your previous system, then you should select Works Order and if possible locate the works order related to this invoice
If your existing works orders have not been migrated, or the invoice is for non-works, eg council rates or owners corporation fees, you do not need to link to a works order
1. Locate supplier From the Rentals menu |
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1. Locate supplier
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On the new invoice screen (as shown in step 2)
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2. Complete remaining |
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fields on supplier invoice All fields should be entered
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3. Review & update the status Depending on business process/invoice type
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4. Save & add another option If you need to add another invoice, to help reduce manual data entry, an option to copy selected information over to a new supplier invoice is available From bottom right of the supplier invoice:
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| title | 4a. Save and add another |
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Clicking Save and add another allows you to copy over specific information to a new supplier invoice to reduce manual data entry
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How to enter an outstanding supplier/creditor invoice when migrating from your previous system |