Contractor Invoices

Hi LaniOUP 

You’ll need to have an item for all of the other charges on the contractor’s invoice, however if this item doesn’t need to be tracked you don’t need to worry about selecting “I Inventory” when setting up the item. This would allow all the other items on the contractor’s invoices to be recorded as item invoices don’t allow a free text field in the way that a service invoice does.

On the contractor’s supplier card under the Buying Details tab, you can set a default layout for that supplier. When they are selected in a transaction AccountRight should then default to the item invoice layout

Thanks Neil

I'll give that a go.  

I don't need to itemise or track anything else.  

I'm not sure if I can make item layout a preference or not?  Or just choose it each time?  I'll have a play with that also. 

Cheers

Lani

Thanks Neil

I haven't set up items before.  But I'm thinking I should be choosing "I buy this Item" as it is the only option that allows me to choose an expense account.  

We usually enter these payments against a different expense account depending on the kind of work they performed.  

I don't think I need to use the "I inventory" option as that links to an asset account and there is no asset account associated with the hours worked?  

I did a test and was able to get total hours by choosing the report - Item - Purchases (Item summary).

Do you think I'm doing it right?  

Thanks

Lani

Hi LaniOUP 

Generally speaking you only need to choose I inventory when setting up an item if you need to track the on hand amounts and quantities of the item. If you were buying the item and didn’t need to track the on hand quantity, then you don’t need to inventory the item.